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Roxbury Financial’s Visa V Stock Holding History

Roxbury Financial’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 		$3.81M Buy
11,108
+764
+7% +$245K 3.01% 6
2026
Q1 		$3.13M Buy
10,344
+24
+0.2% +$7.72K 2.81% 7
2025
Q4 		$3.62M Sell
10,320
-85
-0.8% -$29K 3.25% 4
2025
Q3 		$3.55M Sell
10,405
-73
-0.7% -$25.3K 3.28% 4
2025
Q2 		$3.72M Sell
10,478
-171
-2% -$59.6K 3.62% 3
2025
Q1 		$3.86M Sell
10,649
-299
-3% -$101K 3.78% 3
2024
Q4 		$3.45M Buy
+10,948
New +$3.29M 3.33% 4

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

Roxbury Financial's V Position: Q2 2026 in Review

Roxbury Financial increased its Visa (V) stake by 7.4% in Q2 2026, buying an estimated $245K and bringing the position to 11,108 shares worth $3.81M. The position accounts for 3.01% of the portfolio, ranked #6.

Roxbury Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q1 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Roxbury Financial held 11,108 shares of Visa worth $3.81M as of Q2 2026.
  • Roxbury Financial bought 764 Visa shares in Q2 2026, an estimated $245K.
  • Visa made up 3.01% of Roxbury Financial's portfolio in Q2 2026, its #6 holding.
  • Roxbury Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Visa position peaked at $3.86M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.