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Atala Financial’s Visa V Stock Holding History

Atala Financial’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 		$904K Hold
2,635
– – 0.55% 48
2026
Q1 		$788K Buy
2,635
+31
+1% +$9.97K 0.53% 49
2025
Q4 		$913K Sell
2,604
-300
-10% -$102K 0.58% 50
2025
Q3 		$991K Hold
2,904
– – 0.62% 49
2025
Q2 		$1.03M Hold
2,904
– – 0.71% 43
2025
Q1 		$1.02M Hold
2,904
– – 0.74% 42
2024
Q4 		$918K Buy
+2,904
New +$873K 0.64% 44

Other funds holding V

Ninety One (UK)
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atala Financial's V Position: Q2 2026 in Review

Atala Financial held its Visa (V) position steady in Q2 2026 at 2,635 shares worth $904K. The position accounts for 0.55% of the portfolio, ranked #48.

Atala Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Atala Financial held 2,635 shares of Visa worth $904K as of Q2 2026.
  • Atala Financial left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.55% of Atala Financial's portfolio in Q2 2026, its #48 holding.
  • Atala Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Visa position peaked at $1.03M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.