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Toth Financial Advisory’s Visa V Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Hold
0
– -$18K – 807
2022
Q3 		– Hold
0
– – – 388

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Toth Financial Advisory's V Position: Q2 2026 in Review

Toth Financial Advisory increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $433K and bringing the position to 51,196 shares worth $17.6M. The position accounts for 1.71% of the portfolio, ranked #10.

Toth Financial Advisory first reported a position in V in Q1 2016 and has held it in 42 quarters since. 1,087 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Toth Financial Advisory held 51,196 shares of Visa worth $17.6M as of Q2 2026.
  • Toth Financial Advisory bought 1,349 Visa shares in Q2 2026, an estimated $433K.
  • Visa made up 1.71% of Toth Financial Advisory's portfolio in Q2 2026, its #10 holding.
  • Toth Financial Advisory first reported a position in Visa in Q1 2016 and has held it in 42 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.