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Teamwork Financial Advisors’s Visa V Stock Holding History

Teamwork 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 		$8.2M Buy
23,900
+768
+3% +$247K 0.74% 53
2026
Q1 		$6.99M Buy
23,132
+15,512
+204% +$4.99M 0.74% 52
2025
Q4 		$2.67M Buy
7,620
+663
+10% +$226K 0.27% 65
2025
Q3 		$2.38M Buy
6,957
+270
+4% +$93.4K 0.24% 66
2025
Q2 		$2.38M Sell
6,687
-424
-6% -$148K 0.28% 64
2025
Q1 		$2.49M Sell
7,111
-1,145
-14% -$387K 0.33% 58
2024
Q4 		$2.61M Sell
8,256
-6
-0.1% -$1.8K 0.34% 51
2024
Q3 		$2.27M Sell
8,262
-3,649
-31% -$987K 0.31% 50
2024
Q2 		$3.13M Sell
11,911
-34,265
-74% -$9.39M 0.46% 43
2024
Q1 		$12.9M Buy
46,176
+7,696
+20% +$2.12M 1.98% 12
2023
Q4 		$10M Buy
38,480
+18,809
+96% +$4.64M 1.72% 11
2023
Q3 		$4.52M Sell
19,671
-208
-1% -$50K 0.74% 35
2023
Q2 		$4.72M Sell
19,879
-786
-4% -$180K 0.77% 32
2023
Q1 		$4.66M Sell
20,665
-2,044
-9% -$455K 0.86% 31
2022
Q4 		$4.72M Sell
22,709
-2,999
-12% -$605K 0.95% 23
2022
Q3 		$4.57M Buy
25,708
+1,282
+5% +$261K 0.98% 16
2022
Q2 		$4.81M Sell
24,426
-10,725
-31% -$2.22M 1.05% 15
2022
Q1 		$7.79M Sell
35,151
-25,330
-42% -$5.48M 1.45% 9
2021
Q4 		$13.1M Sell
60,481
-19,900
-25% -$4.27M 2.41% 3
2021
Q3 		$17.9M Buy
80,381
+393
+0.5% +$92.2K 3.54% 3
2021
Q2 		$18.7M Sell
79,988
-7,349
-8% -$1.68M 3.82% 4
2021
Q1 		$18.5M Sell
87,337
-1,169
-1% -$246K 4.34% 3
2020
Q4 		$19.4M Buy
88,506
+5,201
+6% +$1.06M 4.6% 4
2020
Q3 		$16.7M Buy
83,305
+1,774
+2% +$354K 5.16% 2
2020
Q2 		$15.7M Buy
81,531
+7,113
+10% +$1.3M 5.64% 2
2020
Q1 		$12M Buy
74,418
+13,345
+22% +$2.51M 7.43% 2
2019
Q4 		$11.5M Buy
+61,073
New +$11M 6.87% 2

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

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

Teamwork Financial Advisors increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $247K and bringing the position to 23,900 shares worth $8.2M. The position accounts for 0.74% of the portfolio, ranked #53.

Teamwork Financial Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.4M in Q4 2020. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Teamwork Financial Advisors held 23,900 shares of Visa worth $8.2M as of Q2 2026.
  • Teamwork Financial Advisors bought 768 Visa shares in Q2 2026, an estimated $247K.
  • Visa made up 0.74% of Teamwork Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Teamwork Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's Visa position peaked at $19.4M in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.