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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Professional Financial Advisors's V Position: Q2 2026 in Review

Professional Financial Advisors increased its Visa (V) stake by 9.2% in Q2 2026, buying an estimated $161K and bringing the position to 5,991 shares worth $2.06M. The position accounts for 0.36% of the portfolio, ranked #48.

Professional Financial Advisors first reported a position in V in Q4 2019 and has held it in 22 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Professional Financial Advisors held 5,991 shares of Visa worth $2.06M as of Q2 2026.
  • Professional Financial Advisors bought 503 Visa shares in Q2 2026, an estimated $161K.
  • Visa made up 0.36% of Professional Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Professional Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 22 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.