PFW Advisors’s Visa V Stock Holding History

PFW 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 Q3	$3.02M	Buy	8,402 +37	+0.4%	+$13.5K	0.9%	21
2026 Q2	$2.87M	Sell	8,365 -246	-3%	-$79K	0.84%	22
2026 Q1	$2.6M	Buy	8,611 +89	+1%	+$28.6K	0.82%	23
2025 Q4	$2.99M	Sell	8,522 -244	-3%	-$83.1K	0.9%	21
2025 Q3	$2.99M	Buy	8,766 +233	+3%	+$80.6K	0.89%	21
2025 Q2	$3.03M	Sell	8,533 -205	-2%	-$71.5K	0.93%	21
2025 Q1	$3.06M	Buy	8,738 +40	+0.5%	+$13.5K	0.96%	19
2024 Q4	$2.75M	Buy	+8,698	New	+$2.62M	0.85%	24
2024 Q2	$2.29M	Sell	8,737 -311	-3%	-$85.2K	0.73%	31
2024 Q1	$2.53M	Buy	9,048 +7,069	+357%	+$1.95M	0.77%	28
2023 Q4	$515K	Sell	1,979 -199	-9%	-$49K	0.16%	88
2023 Q3	$501K	Hold	2,178	–	–	0.18%	79
2023 Q2	$523K	Buy	+2,178	New	+$498K	0.17%	77
2019 Q3	$2.37M	Buy	+8,634	New	+$1.54M	0.72%	31

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFW Advisors's V Position: Q3 2026 in Review

PFW Advisors increased its Visa (V) stake by 0.44% in Q3 2026, buying an estimated $13.5K and bringing the position to 8,402 shares worth $3.02M. The position accounts for 0.9% of the portfolio, ranked #21.

PFW Advisors first reported a position in V in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

PFW Advisors held 8,402 shares of Visa worth $3.02M as of Q3 2026.
PFW Advisors bought 37 Visa shares in Q3 2026, an estimated $13.5K.
Visa made up 0.9% of PFW Advisors's portfolio in Q3 2026, its #21 holding.
PFW Advisors first reported a position in Visa in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Visa position peaked at $3.06M in Q1 2025.
1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.