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Visionary Wealth Advisors’s SHF Holdings SHFS Stock Holding History

Visionary Wealth Advisors’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$10.8K – 557
2024
Q4 		$10.8K Sell
1,200
-100
-8% -$840 ﹤0.01% 534
2024
Q3 		$14.4K Hold
1,300
– – ﹤0.01% 532
2024
Q2 		$13.9K Hold
1,300
– – ﹤0.01% 502
2024
Q1 		$25.1K Buy
1,300
+200
+18% +$4.17K ﹤0.01% 481
2023
Q4 		$31.2K Hold
1,100
– – ﹤0.01% 471
2023
Q3 		$17.4K Buy
+1,100
New +$11.8K ﹤0.01% 442

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Visionary Wealth Advisors's SHFS Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of SHF Holdings (SHFS) in Q1 2025, closing a stake of 1,200 shares — an estimated $10.8K sold.

Visionary Wealth Advisors first reported a position in SHFS in Q3 2023 and held it in 6 quarters. The position peaked at $31.2K in Q4 2023. 13 funds tracked by Wall St. Rank hold SHFS as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining SHF Holdings position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,200 SHF Holdings shares in Q1 2025, an estimated $10.8K.
  • Visionary Wealth Advisors first reported a position in SHF Holdings in Q3 2023 and held it in 6 quarters.
  • Visionary Wealth Advisors's SHF Holdings position peaked at $31.2K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.