Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,000
Closed -$223K 503
2021
Q3
$223K Hold
1,000
0.03% 411
2021
Q2
$234K Buy
+1,000
New +$229K 0.03% 383

Other funds holding V

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. 2,183 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.
  • 2,183 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.