PFA
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Professional Financial Advisors’s Visa V Stock Holding History

Professional 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
Q3 		$2.09M Sell
5,829
-162
-3% -$59.2K 0.36% 47
2026
Q2 		$2.06M Buy
5,991
+503
+9% +$161K 0.36% 48
2026
Q1 		$1.66M Buy
5,488
+500
+10% +$161K 0.34% 55
2025
Q4 		$1.75M Buy
4,988
+291
+6% +$99.1K 0.36% 49
2025
Q3 		$1.6M Buy
4,697
+386
+9% +$134K 0.34% 47
2025
Q2 		$1.53M Buy
4,311
+60
+1% +$20.9K 0.36% 48
2025
Q1 		$1.49M Buy
+4,251
New +$1.44M 0.38% 44
2023
Q4 		– Sell
-2,639
Closed -$607K – 98
2023
Q3 		$607K Buy
2,639
+246
+10% +$59.1K 0.27% 62
2023
Q2 		$568K Sell
2,393
-2,424
-50% -$555K 0.29% 54
2023
Q1 		$1.07M Buy
4,817
+2,968
+161% +$661K 0.63% 31
2022
Q4 		$384K Sell
1,849
-2,820
-60% -$569K 0.26% 63
2022
Q3 		$830K Buy
4,669
+73
+2% +$14.9K 0.51% 37
2022
Q2 		$905K Sell
4,596
-221
-5% -$45.7K 0.51% 42
2022
Q1 		$1.07M Sell
4,817
-1,368
-22% -$296K 0.46% 40
2021
Q4 		$1.34M Buy
6,185
+456
+8% +$97.9K 0.58% 34
2021
Q3 		$1.28M Buy
5,729
+1,510
+36% +$354K 0.73% 27
2021
Q2 		$995K Buy
4,219
+109
+3% +$24.9K 0.55% 35
2021
Q1 		$870K Buy
4,110
+414
+11% +$87.1K 0.54% 40
2020
Q4 		$808K Buy
3,696
+88
+2% +$18K 0.64% 39
2020
Q3 		$656K Sell
3,608
-1,126
-24% -$225K 0.61% 38
2020
Q2 		$914K Buy
4,734
+2,016
+74% +$368K 1.2% 24
2020
Q1 		$486K Sell
2,718
-379
-12% -$71.4K 0.88% 30
2019
Q4 		$582K Buy
+3,097
New +$558K 0.55% 46

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Professional Financial Advisors's V Position: Q3 2026 in Review

Professional Financial Advisors reduced its Visa (V) stake by 2.7% in Q3 2026, selling an estimated $59.2K and leaving 5,829 shares worth $2.09M. The position accounts for 0.36% of the portfolio, ranked #47.

Professional Financial Advisors first reported a position in V in Q4 2019 and has held it in 23 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Professional Financial Advisors held 5,829 shares of Visa worth $2.09M as of Q3 2026.
  • Professional Financial Advisors sold 162 Visa shares in Q3 2026, an estimated $59.2K.
  • Visa made up 0.36% of Professional Financial Advisors's portfolio in Q3 2026, its #47 holding.
  • Professional Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 23 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.