B.O.S.S. Retirement Advisors’s Visa V Stock Holding History

B.O.S.S. Retirement Advisors’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	$266K	Buy	+774	New	+$248K	0.07%	136
2026 Q1	–	Sell	-677	Closed	-$238K	–	199
2025 Q4	$238K	Sell	677 -38	-5%	-$12.9K	0.07%	156
2025 Q3	$244K	Sell	715 -152	-18%	-$52.6K	0.06%	170
2025 Q2	$308K	Buy	867 +249	+40%	+$86.8K	0.08%	148
2025 Q1	$217K	Sell	618 -29	-4%	-$9.81K	0.06%	163
2024 Q4	$205K	Sell	647 -17,458	-96%	-$5.25M	0.06%	173
2024 Q3	$4.98M	Buy	18,105 +2,230	+14%	+$603K	1%	31
2024 Q2	$4.17M	Buy	15,875 +4,528	+40%	+$1.24M	1.07%	25
2024 Q1	$2.95M	Sell	11,347 -765	-6%	-$211K	1.13%	24
2023 Q4	$3.15M	Buy	12,112 +152	+1%	+$37.5K	0.61%	40
2023 Q3	$2.75M	Buy	11,960 +1,166	+11%	+$280K	0.59%	41
2023 Q2	$2.56M	Buy	10,794 +239	+2%	+$54.7K	0.55%	44
2023 Q1	$2.38M	Buy	10,555 +305	+3%	+$67.9K	0.56%	51
2022 Q4	$2.13M	Buy	+10,250	New	+$2.07M	0.55%	63

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

B.O.S.S. Retirement Advisors's V Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Visa (V) in Q2 2026: 774 shares worth $266K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in V as recently as Q4 2025.

B.O.S.S. Retirement Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.98M in Q3 2024. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

B.O.S.S. Retirement Advisors held 774 shares of Visa worth $266K as of Q2 2026.
Visa was a new B.O.S.S. Retirement Advisors position in Q2 2026.
Visa made up 0.07% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #136 holding.
B.O.S.S. Retirement Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
B.O.S.S. Retirement Advisors's Visa position peaked at $4.98M in Q3 2024.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.