AFC
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Ares Financial Consulting’s Visa V Stock Holding History

Ares Financial Consulting’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 		$314K Hold
915
– – 0.23% 65
2026
Q1 		$273K Buy
915
+475
+108% +$153K 0.21% 64
2025
Q4 		$154K Buy
+440
New +$150K 0.15% 85

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ares Financial Consulting's V Position: Q2 2026 in Review

Ares Financial Consulting held its Visa (V) position steady in Q2 2026 at 915 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #65.

Ares Financial Consulting first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,605 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ares Financial Consulting held 915 shares of Visa worth $314K as of Q2 2026.
  • Ares Financial Consulting left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.23% of Ares Financial Consulting's portfolio in Q2 2026, its #65 holding.
  • Ares Financial Consulting first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.