American Capital Advisory’s Visa V Stock Holding History

American Capital Advisory’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	$116K	Buy	339 +24	+8%	+$7.71K	0.04%	140
2026 Q1	$95.2K	Buy	315 +25	+9%	+$8.04K	0.04%	157
2025 Q4	$102K	Buy	290 +11	+4%	+$3.75K	0.04%	141
2025 Q3	$95.2K	Sell	279 -4	-1%	-$1.38K	0.04%	138
2025 Q2	$100K	Sell	283 -136	-32%	-$47.4K	0.05%	128
2025 Q1	$147K	Buy	419 +19	+5%	+$6.43K	0.08%	106
2024 Q4	$126K	Hold	400	–	–	0.07%	113
2024 Q3	$110K	Sell	400 -14	-3%	-$3.79K	0.06%	123
2024 Q2	$108K	Buy	414 +390	+1,625%	+$107K	0.08%	115
2024 Q1	$5.41K	Sell	24 -390	-94%	-$108K	﹤0.01%	302
2023 Q4	$108K	Buy	+414	New	+$102K	0.08%	115

Other funds holding V

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

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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

American Capital Advisory's V Position: Q2 2026 in Review

American Capital Advisory increased its Visa (V) stake by 7.6% in Q2 2026, buying an estimated $7.71K and bringing the position to 339 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #140.

American Capital Advisory first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q1 2025. 1,934 funds tracked by Wall St. Rank hold V as of Q2 2026.

American Capital Advisory held 339 shares of Visa worth $116K as of Q2 2026.
American Capital Advisory bought 24 Visa shares in Q2 2026, an estimated $7.71K.
Visa made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #140 holding.
American Capital Advisory first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Visa position peaked at $147K in Q1 2025.
1,934 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.