UFA
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Unify Financial Advisors’s Visa V Stock Holding History

Unify 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 		$538K Buy
1,567
+117
+8% +$37.6K 0.5% 52
2026
Q1 		$438K Buy
1,450
+108
+8% +$34.7K 0.45% 60
2025
Q4 		$471K Buy
+1,342
New +$457K 0.49% 57

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Unify Financial Advisors increased its Visa (V) stake by 8.1% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,567 shares worth $538K. The position accounts for 0.5% of the portfolio, ranked #52.

Unify Financial Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Unify Financial Advisors held 1,567 shares of Visa worth $538K as of Q2 2026.
  • Unify Financial Advisors bought 117 Visa shares in Q2 2026, an estimated $37.6K.
  • Visa made up 0.5% of Unify Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Unify Financial Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.