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Wolff Financial Management’s Visa V Stock Holding History

Wolff Financial Management’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 		$1.05M Sell
3,050
-76
-2% -$24.4K 0.21% 45
2026
Q1 		$945K Hold
3,126
– – 0.21% 44
2025
Q4 		$1.1M Sell
3,126
-29
-0.9% -$9.88K 0.25% 37
2025
Q3 		$1.08M Buy
3,155
+1
+0% +$346 0.25% 38
2025
Q2 		$1.12M Hold
3,154
– – 0.29% 37
2025
Q1 		$1.1M Buy
3,154
+550
+21% +$186K 0.31% 38
2024
Q4 		$823K Hold
2,604
– – 0.23% 44
2024
Q3 		$716K Hold
2,604
– – 0.19% 51
2024
Q2 		$683K Buy
2,604
+1
+0% +$274 0.5% 22
2024
Q1 		$727K Hold
2,603
– – 0.21% 52
2023
Q4 		$678K Hold
2,603
– – 0.21% 54
2023
Q3 		$599K Hold
2,603
– – 0.2% 54
2023
Q2 		$618K Buy
2,603
+1
+0% +$229 0.54% 22
2023
Q1 		$587K Hold
2,602
– – 0.2% 61
2022
Q4 		$541K Sell
2,602
-13
-0.5% -$2.62K 0.2% 63
2022
Q3 		$464K Hold
2,615
– – 0.21% 67
2022
Q2 		$515K Hold
2,615
– – 0.23% 67
2022
Q1 		$580K Buy
2,615
+1
+0% +$216 0.23% 63
2021
Q4 		$567K Sell
2,614
-12
-0.5% -$2.58K 0.21% 64
2021
Q3 		$585K Buy
+2,626
New +$616K 0.51% 22
2021
Q1 		$555K Sell
2,620
-91
-3% -$19.2K 0.25% 61
2020
Q4 		$593K Buy
2,711
+91
+3% +$18.6K 0.31% 52
2020
Q3 		$524K Buy
2,620
+1
+0% +$200 0.31% 53
2020
Q2 		$506K Hold
2,619
– – 0.32% 54
2020
Q1 		$422K Hold
2,619
– – 0.32% 56
2019
Q4 		$492K Buy
2,619
+1
+0% +$180 0.33% 52
2019
Q3 		$450K Sell
2,618
-1
-0% -$178 0.33% 53
2019
Q2 		$454K Hold
2,619
– – 0.35% 52
2019
Q1 		$409K Buy
2,619
+1
+0% +$144 0.34% 55
2018
Q4 		$345K Buy
+2,618
New +$362K 0.34% 59

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Wolff Financial Management's V Position: Q2 2026 in Review

Wolff Financial Management reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $24.4K and leaving 3,050 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #45.

Wolff Financial Management first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2025. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wolff Financial Management held 3,050 shares of Visa worth $1.05M as of Q2 2026.
  • Wolff Financial Management sold 76 Visa shares in Q2 2026, an estimated $24.4K.
  • Visa made up 0.21% of Wolff Financial Management's portfolio in Q2 2026, its #45 holding.
  • Wolff Financial Management first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's Visa position peaked at $1.12M in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.