AC
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Avestar Capital’s Visa V Stock Holding History

Avestar Capital’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 		$5.87M Buy
17,120
+706
+4% +$227K 0.33% 51
2026
Q1 		$4.96M Sell
16,414
-2,729
-14% -$878K 0.32% 56
2025
Q4 		$6.71M Sell
19,143
-1,644
-8% -$560K 0.44% 41
2025
Q3 		$7.1M Buy
20,787
+296
+1% +$102K 0.46% 41
2025
Q2 		$7.28M Buy
20,491
+2,614
+15% +$911K 0.5% 41
2025
Q1 		$6.27M Buy
17,877
+2,643
+17% +$894K 0.54% 36
2024
Q4 		$4.81M Sell
15,234
-214
-1% -$64.3K 0.41% 54
2024
Q3 		$4.25M Buy
15,448
+214
+1% +$57.9K 0.44% 51
2024
Q2 		$4M Buy
15,234
+2,466
+19% +$676K 0.41% 56
2024
Q1 		$3.56M Buy
12,768
+2,086
+20% +$576K 0.37% 56
2023
Q4 		$2.78M Buy
10,682
+1,338
+14% +$330K 0.32% 55
2023
Q3 		$2.15M Buy
9,344
+695
+8% +$167K 0.31% 60
2023
Q2 		$2.05M Buy
8,649
+466
+6% +$107K 0.33% 47
2023
Q1 		$1.84M Buy
8,183
+424
+5% +$94.4K 0.33% 48
2022
Q4 		$1.61M Buy
7,759
+578
+8% +$117K 0.29% 60
2022
Q3 		$1.28M Sell
7,181
-1,836
-20% -$374K 0.33% 53
2022
Q2 		$1.77M Buy
9,017
+541
+6% +$112K 0.44% 39
2022
Q1 		$1.88M Buy
8,476
+930
+12% +$201K 0.3% 65
2021
Q4 		$1.64M Sell
7,546
-475
-6% -$102K 0.2% 110
2021
Q3 		$1.79M Sell
8,021
-454
-5% -$106K 0.23% 104
2021
Q2 		$1.98M Buy
8,475
+225
+3% +$51.4K 0.27% 95
2021
Q1 		$1.93M Buy
8,250
+1,049
+15% +$221K 0.43% 38
2020
Q4 		$1.57M Buy
7,201
+825
+13% +$169K 0.44% 40
2020
Q3 		$1.23M Buy
6,376
+366
+6% +$73.1K 0.41% 40
2020
Q2 		$1.16M Buy
6,010
+1,315
+28% +$240K 0.51% 46
2020
Q1 		$756K Buy
4,695
+360
+8% +$67.8K 0.41% 64
2019
Q4 		$814K Buy
4,335
+304
+8% +$54.8K 0.46% 54
2019
Q3 		$693K Buy
4,031
+1,255
+45% +$224K 0.43% 50
2019
Q2 		$461K Sell
2,776
-162
-6% -$26.5K 0.29% 64
2019
Q1 		$433K Buy
2,938
+296
+11% +$42.7K 0.28% 64
2018
Q4 		$321K Sell
2,642
-2,402
-48% -$332K 0.22% 76
2018
Q3 		$731K Buy
5,044
+294
+6% +$41.8K 0.42% 40
2018
Q2 		$604K Buy
4,750
+70
+1% +$9.01K 0.38% 46
2018
Q1 		$538K Buy
4,680
+91
+2% +$11K 0.35% 46
2017
Q4 		$499K Buy
+4,589
New +$507K 0.37% 42

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avestar Capital's V Position: Q2 2026 in Review

Avestar Capital increased its Visa (V) stake by 4.3% in Q2 2026, buying an estimated $227K and bringing the position to 17,120 shares worth $5.87M. The position accounts for 0.33% of the portfolio, ranked #51.

Avestar Capital first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.28M in Q2 2025. 2,158 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avestar Capital held 17,120 shares of Visa worth $5.87M as of Q2 2026.
  • Avestar Capital bought 706 Visa shares in Q2 2026, an estimated $227K.
  • Visa made up 0.33% of Avestar Capital's portfolio in Q2 2026, its #51 holding.
  • Avestar Capital first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Avestar Capital's Visa position peaked at $7.28M in Q2 2025.
  • 2,158 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.