Ackerman Capital Advisors’s Visa V Stock Holding History

Ackerman Capital 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 Q2	$1.22M	Buy	3,565 +40	+1%	+$12.8K	0.25%	46
2026 Q1	$1.07M	Hold	3,525	–	–	0.22%	48
2025 Q4	$1.24M	Hold	3,525	–	–	0.25%	45
2025 Q3	$1.2M	Hold	3,525	–	–	0.25%	50
2025 Q2	$1.25M	Buy	3,525 +49	+1%	+$17.1K	0.29%	46
2025 Q1	$1.22M	Hold	3,476	–	–	0.32%	42
2024 Q4	$1.1M	Hold	3,476	–	–	0.29%	43
2024 Q3	$956K	Hold	3,476	–	–	0.25%	47
2024 Q2	$912K	Hold	3,476	–	–	0.24%	49
2024 Q1	$970K	Buy	3,476 +158	+5%	+$43.6K	0.27%	52
2023 Q4	$864K	Hold	3,318	–	–	0.24%	57
2023 Q3	$763K	Hold	3,318	–	–	0.21%	52
2023 Q2	$788K	Hold	3,318	–	–	0.2%	54
2023 Q1	$748K	Hold	3,318	–	–	0.19%	56
2022 Q4	$689K	Hold	3,318	–	–	0.19%	56
2022 Q3	$589K	Sell	3,318 -46	-1%	-$9.36K	0.17%	56
2022 Q2	$662K	Hold	3,364	–	–	0.18%	58
2022 Q1	$746K	Hold	3,364	–	–	0.18%	62
2021 Q4	$729K	Hold	3,364	–	–	0.17%	59
2021 Q3	$749K	Hold	3,364	–	–	0.17%	50
2021 Q2	$787K	Hold	3,364	–	–	0.18%	47
2021 Q1	$712K	Hold	3,364	–	–	0.17%	57
2020 Q4	$736K	Hold	3,364	–	–	0.19%	51
2020 Q3	$673K	Hold	3,364	–	–	0.19%	48
2020 Q2	$650K	Hold	3,364	–	–	0.19%	45
2020 Q1	$542K	Sell	3,364 -962	-22%	-$181K	0.21%	42
2019 Q4	$813K	Hold	4,326	–	–	0.24%	52
2019 Q3	$744K	Sell	4,326 -56	-1%	-$9.97K	0.26%	53
2019 Q2	$760	Hold	4,382	–	–	﹤0.01%	91
2019 Q1	$684	Hold	4,382	–	–	﹤0.01%	96
2018 Q4	$578	Buy	+4,382	New	+$605K	0.04%	97
2018 Q1	$500K	Hold	4,382	–	–	0.2%	47
2017 Q4	$461K	Buy	+4,382	New	+$484K	0.2%	44
2017 Q2	$421K	Buy	+4,492	New	+$417K	0.18%	52

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ackerman Capital Advisors's V Position: Q2 2026 in Review

Ackerman Capital Advisors increased its Visa (V) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,565 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #46.

Ackerman Capital Advisors first reported a position in V in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.25M in Q2 2025. 2,436 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ackerman Capital Advisors held 3,565 shares of Visa worth $1.22M as of Q2 2026.
Ackerman Capital Advisors bought 40 Visa shares in Q2 2026, an estimated $12.8K.
Visa made up 0.25% of Ackerman Capital Advisors's portfolio in Q2 2026, its #46 holding.
Ackerman Capital Advisors first reported a position in Visa in Q2 2017 and has held it in 34 quarters since.
Ackerman Capital Advisors's Visa position peaked at $1.25M in Q2 2025.
2,436 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.