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Brown Financial Advisors

SEC CIK
0002035548
Latest filing
Aug 26, 2026

V holding history

Visa Inc. in every 13F filed by Brown Financial Advisors, 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)
6,325
Value
$2.17M
% of portfolio
0.8%
Quarters held
9
Since Q2 2024
Holdings of V by Brown Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,325$2.17M0.8%+131+2.1%AddedHolders
Q1 20266,194$1.87M0.7%−142−2.2%ReducedHolders
Q4 20256,336$2.22M0.8%−824−11.5%ReducedHolders
Q3 20257,160$2.44M0.9%+30+0.4%AddedHolders
Q2 20257,130$2.53M1.0%−151−2.1%ReducedHolders
Q1 20257,281$2.55M1.1%−28−0.4%ReducedHolders
Q4 20247,309$2.31M0.9%+1,632+28.7%AddedHolders
Q3 20245,677$1.56M0.6%+554+10.8%AddedHolders
Q2 20245,123$1.34M0.6%–No prior filingHolders