Visionary Wealth Advisors
SHFS icon

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
-100
Closed -$10.8K – 557
2024
Q4 		$10.8K Sell
100
-8
-7% -$806 ﹤0.01% 534
2024
Q3 		$14.4K Hold
108
– – ﹤0.01% 532
2024
Q2 		$13.9K Hold
108
– – ﹤0.01% 502
2024
Q1 		$25.1K Buy
108
+16
+17% +$4K ﹤0.01% 481
2023
Q4 		$31.2K Hold
92
– – ﹤0.01% 471
2023
Q3 		$17.4K Buy
+92
New +$11.8K ﹤0.01% 442

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Blue Owl Capital Holdings
Blue Owl Capital Holdings New York $665M AUM 95.48% 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 $1.88T AUM 44.46% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 100 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. 12 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 100 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.
  • 12 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.