WFA
V icon

Wellspring Financial Advisors’s Visa V Stock Holding History

Wellspring 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 		$4.13M Sell
12,043
-1,813
-13% -$582K 0.27% 40
2026
Q1 		$4.19M Buy
13,856
+2,102
+18% +$676K 0.31% 39
2025
Q4 		$4.13M Buy
11,754
+8,885
+310% +$3.03M 0.33% 34
2025
Q3 		$979K Sell
2,869
-762
-21% -$264K 0.09% 68
2025
Q2 		$1.29M Buy
3,631
+498
+16% +$174K 0.13% 57
2025
Q1 		$1.1M Sell
3,133
-276
-8% -$93.4K 0.12% 55
2024
Q4 		$1.08M Sell
3,409
-180
-5% -$54.1K 0.11% 58
2024
Q3 		$987K Buy
3,589
+184
+5% +$49.7K 0.12% 56
2024
Q2 		$894K Buy
3,405
+250
+8% +$68.5K 0.12% 57
2024
Q1 		$880K Buy
3,155
+50
+2% +$13.8K 0.14% 55
2023
Q4 		$808K Sell
3,105
-13
-0.4% -$3.2K 0.2% 56
2023
Q3 		$717K Buy
3,118
+1,665
+115% +$400K 0.21% 55
2023
Q2 		$345K Hold
1,453
– – 0.1% 77
2023
Q1 		$328K Sell
1,453
-600
-29% -$134K 0.1% 80
2022
Q4 		$427K Buy
2,053
+536
+35% +$108K 0.14% 65
2022
Q3 		$269K Buy
1,517
+8
+0.5% +$1.63K 0.1% 68
2022
Q2 		$297K Sell
1,509
-314
-17% -$64.9K 0.1% 67
2022
Q1 		$404K Buy
1,823
+194
+12% +$42K 0.12% 62
2021
Q4 		$353K Hold
1,629
– – 0.1% 67
2021
Q3 		$363K Hold
1,629
– – 0.11% 62
2021
Q2 		$381K Sell
1,629
-302
-16% -$69K 0.12% 60
2021
Q1 		$311K Sell
1,931
-48
-2% -$10.1K 0.15% 63
2020
Q4 		$433K Buy
1,979
+260
+15% +$53.2K 0.15% 58
2020
Q3 		$344K Sell
1,719
-199
-10% -$39.8K 0.13% 60
2020
Q2 		$371K Sell
1,918
-13
-0.7% -$2.38K 0.15% 56
2020
Q1 		$311K Buy
+1,931
New +$364K 0.15% 63

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $582K and leaving 12,043 shares worth $4.13M. The position accounts for 0.27% of the portfolio, ranked #40.

Wellspring Financial Advisors first reported a position in V in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.19M in Q1 2026. 1,537 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wellspring Financial Advisors held 12,043 shares of Visa worth $4.13M as of Q2 2026.
  • Wellspring Financial Advisors sold 1,813 Visa shares in Q2 2026, an estimated $582K.
  • Visa made up 0.27% of Wellspring Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Wellspring Financial Advisors first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Visa position peaked at $4.19M in Q1 2026.
  • 1,537 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.