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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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

PFW Advisors's V Position: Q2 2026 in Review

PFW Advisors reduced its Visa (V) stake by 2.9% in Q2 2026, selling an estimated $79K and leaving 8,365 shares worth $2.87M. The position accounts for 0.84% of the portfolio, ranked #22.

PFW Advisors first reported a position in V in Q3 2019 and has held it in 13 quarters since. The position peaked at $3.06M in Q1 2025. 1,033 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • PFW Advisors held 8,365 shares of Visa worth $2.87M as of Q2 2026.
  • PFW Advisors sold 246 Visa shares in Q2 2026, an estimated $79K.
  • Visa made up 0.84% of PFW Advisors's portfolio in Q2 2026, its #22 holding.
  • PFW Advisors first reported a position in Visa in Q3 2019 and has held it in 13 quarters since.
  • PFW Advisors's Visa position peaked at $3.06M in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.