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WestHill Financial Advisors’s Visa V Stock Holding History

WestHill 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
Q3 		$573K Buy
1,594
+1
+0.1% +$366 0.1% 49
2026
Q2 		$547K Buy
1,593
+53
+3% +$17K 0.09% 47
2026
Q1 		$465K Buy
1,540
+1
+0.1% +$322 0.09% 48
2025
Q4 		$540K Buy
1,539
+37
+2% +$12.6K 0.1% 45
2025
Q3 		$513K Sell
1,502
-16
-1% -$5.54K 0.1% 43
2025
Q2 		$539K Buy
1,518
+121
+9% +$42.2K 0.11% 39
2025
Q1 		$489K Sell
1,397
-6
-0.4% -$2.03K 0.11% 41
2024
Q4 		$443K Sell
1,403
-48
-3% -$14.4K 0.1% 46
2024
Q3 		$399K Buy
1,451
+78
+6% +$21.1K 0.09% 50
2024
Q2 		$360K Buy
1,373
+1
+0.1% +$274 0.09% 48
2024
Q1 		$383K Buy
1,372
+17
+1% +$4.69K 0.09% 49
2023
Q4 		$353K Sell
1,355
-13
-1% -$3.2K 0.09% 46
2023
Q3 		$315K Buy
1,368
+62
+5% +$14.9K 0.09% 48
2023
Q2 		$310K Buy
1,306
+1
+0.1% +$229 0.09% 43
2023
Q1 		$294K Buy
+1,305
New +$290K 0.09% 43

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

WestHill Financial Advisors's V Position: Q3 2026 in Review

WestHill Financial Advisors increased its Visa (V) stake by 0.06% in Q3 2026, buying an estimated $366 and bringing the position to 1,594 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #49.

WestHill Financial Advisors first reported a position in V in Q1 2023 and has held it in 15 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • WestHill Financial Advisors held 1,594 shares of Visa worth $573K as of Q3 2026.
  • WestHill Financial Advisors bought 1 Visa share in Q3 2026, an estimated $366.
  • Visa made up 0.1% of WestHill Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • WestHill Financial Advisors first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.