Skip to main content

Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

V holding history

Visa Inc. in every 13F filed by Wallace Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
1,861
Value
$638.5K
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of V by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,861$638.5K0.6%−473−20.3%ReducedHolders
Q1 20262,334$705.4K0.8%−133−5.4%ReducedHolders
Q4 20252,467$865.2K0.9%−1,449−37.0%ReducedHolders
Q3 20253,916$1.39M1.1%−1,331−25.4%ReducedHolders
Q2 20255,247$1.84M1.3%−44−0.8%ReducedHolders
Q1 20255,291$1.67M1.2%−20.0%ReducedHolders
Q4 20245,293$1.46M1.0%+204+4.0%AddedHolders
Q3 20245,089$1.34M1.0%−107−2.1%ReducedHolders
Q2 20245,196$1.36M1.0%+677+15.0%AddedHolders
Q1 20244,519$1.18M0.9%−11−0.2%ReducedHolders
Q4 20234,530$1.04M0.8%−327−6.7%ReducedHolders
Q3 20234,857$1.15M0.8%+195+4.2%AddedHolders
Q2 20234,662$1.05M0.8%00.0%UnchangedHolders
Q1 20234,662$1.05M0.8%+94+2.1%AddedHolders
Q4 20224,568$949.1K0.7%–No prior filingHolders