PFA
V icon

Pettinga Financial Advisors’s Visa V Stock Holding History

Pettinga Financial Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
599
-108
-15% -$34.7K 0.03% 147
2026
Q1 		$214K Hold
707
– – 0.04% 138
2025
Q4 		$248K Buy
707
+108
+18% +$36.8K 0.05% 127
2025
Q3 		$205K Sell
599
-30
-5% -$10.4K 0.04% 132
2025
Q2 		$223K Hold
629
– – 0.05% 120
2025
Q1 		$221K Buy
+629
New +$213K 0.05% 121
2024
Q4 		– Sell
-829
Closed -$228K – 129
2024
Q3 		$228K Buy
+829
New +$224K 0.05% 109

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return