Acima Private Wealth’s Visa V Stock Holding History

Acima Private Wealth’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	$1.31M	Hold	3,810	–	–	0.38%	42
2026 Q1	$1.15M	Hold	3,810	–	–	0.36%	45
2025 Q4	$1.34M	Sell	3,810 -53	-1%	-$18.1K	0.41%	42
2025 Q3	$1.32M	Sell	3,863 -32	-0.8%	-$11.1K	0.41%	41
2025 Q2	$1.38M	Hold	3,895	–	–	0.47%	40
2025 Q1	$1.37M	Hold	3,895	–	–	0.49%	41
2024 Q4	$1.23M	Hold	3,895	–	–	0.41%	46
2024 Q3	$1.07M	Hold	3,895	–	–	0.36%	53
2024 Q2	$1.02M	Sell	3,895 -13	-0.3%	-$3.56K	0.38%	51
2024 Q1	$1.09M	Sell	3,908 -91	-2%	-$25.1K	0.4%	53
2023 Q4	$1.04M	Sell	3,999 -66	-2%	-$16.3K	0.41%	55
2023 Q3	$935K	Hold	4,065	–	–	0.42%	59
2023 Q2	$965K	Sell	4,065 -60	-1%	-$13.7K	0.46%	53
2023 Q1	$930K	Buy	4,125 +53	+1%	+$11.8K	0.46%	56
2022 Q4	$846K	Hold	4,072	–	–	0.43%	58
2022 Q3	$723K	Hold	4,072	–	–	0.37%	58
2022 Q2	$802K	Hold	4,072	–	–	0.4%	59
2022 Q1	$903K	Hold	4,072	–	–	0.42%	60
2021 Q4	$882K	Sell	4,072 -99	-2%	-$21.3K	0.38%	65
2021 Q3	$929K	Hold	4,171	–	–	0.43%	59
2021 Q2	$975K	Sell	4,171 -66	-2%	-$15.1K	0.45%	60
2021 Q1	$897K	Sell	4,237 -181	-4%	-$38.1K	0.44%	59
2020 Q4	$966K	Hold	4,418	–	–	0.5%	55
2020 Q3	$883K	Hold	4,418	–	–	0.53%	58
2020 Q2	$853K	Hold	4,418	–	–	0.55%	55
2020 Q1	$712K	Sell	4,418 -2,955	-40%	-$557K	0.55%	53
2019 Q4	$1.39M	Hold	7,373	–	–	0.96%	24
2019 Q3	$1.27M	Buy	7,373 +165	+2%	+$29.4K	0.97%	23
2019 Q2	$1.25M	Hold	7,208	–	–	0.99%	23
2019 Q1	$1.13M	Buy	7,208 +311	+5%	+$44.8K	0.96%	23
2018 Q4	$910K	Buy	+6,897	New	+$953K	0.89%	23

Other funds holding V

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return