PAS
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Professional Advisory Services’s Visa V Stock Holding History

Professional Advisory Services’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 		$24.3M Buy
70,879
+2,467
+4% +$792K 2.91% 20
2026
Q1 		$20.7M Buy
68,412
+5,298
+8% +$1.7M 2.85% 21
2025
Q4 		$22.1M Buy
63,114
+834
+1% +$284K 2.87% 15
2025
Q3 		$21.3M Buy
62,280
+7,975
+15% +$2.76M 2.77% 17
2025
Q2 		$19.3M Sell
54,305
-855
-2% -$298K 2.62% 25
2025
Q1 		$19.3M Buy
55,160
+3,090
+6% +$1.05M 2.71% 22
2024
Q4 		$16.5M Sell
52,070
-204
-0.4% -$61.3K 2.27% 27
2024
Q3 		$14.4M Buy
+52,274
New +$14.1M 1.89% 30

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
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 $59.8B AUM 29.42% 1-Year Est. Return

Professional Advisory Services's V Position: Q2 2026 in Review

Professional Advisory Services increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $792K and bringing the position to 70,879 shares worth $24.3M. The position accounts for 2.91% of the portfolio, ranked #20.

Professional Advisory Services first reported a position in V in Q3 2024 and has held it in 8 quarters since. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Professional Advisory Services held 70,879 shares of Visa worth $24.3M as of Q2 2026.
  • Professional Advisory Services bought 2,467 Visa shares in Q2 2026, an estimated $792K.
  • Visa made up 2.91% of Professional Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Professional Advisory Services first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.