B. Riley Wealth Advisors’s Visa V Stock Holding History

B. Riley Wealth 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	$5.93M	Sell	17,356 -912	-5%	-$293K	0.32%	77
2026 Q1	$5.47M	Sell	18,268 -4,703	-20%	-$1.51M	0.35%	72
2025 Q4	$8.06M	Sell	22,971 -943	-4%	-$321K	0.37%	50
2025 Q3	$8.16M	Sell	23,914 -1,414	-6%	-$489K	0.38%	47
2025 Q2	$8.99M	Buy	+25,328	New	+$8.83M	0.42%	39
2024 Q4	$13.8M	Sell	43,808 -9,367	-18%	-$2.82M	0.45%	38
2024 Q3	$14.7M	Sell	53,175 -10,761	-17%	-$2.91M	0.41%	41
2024 Q2	$16.8M	Sell	63,936 -34,556	-35%	-$9.47M	0.43%	37
2024 Q1	$22.7M	Buy	98,492 +7,358	+8%	+$2.03M	0.61%	30
2023 Q4	$23.7M	Sell	91,134 -7,358	-7%	-$1.81M	0.64%	22
2023 Q3	$22.7M	Buy	98,492 +3,371	+4%	+$810K	0.61%	30
2023 Q2	$22.6M	Sell	95,121 -4,719	-5%	-$1.08M	0.51%	38
2023 Q1	$22.5M	Buy	99,840 +2,503	+3%	+$557K	0.6%	28
2022 Q4	$20.2M	Sell	97,337 -58	-0.1%	-$11.7K	0.57%	31
2022 Q3	$17.3M	Buy	97,395 +27,501	+39%	+$5.6M	0.52%	33
2022 Q2	$13.8M	Sell	69,894 -9,330	-12%	-$1.93M	0.58%	27
2022 Q1	$17.6M	Sell	79,224 -8,242	-9%	-$1.78M	0.58%	27
2021 Q4	$19M	Buy	87,466 +5,422	+7%	+$1.16M	0.55%	25
2021 Q3	$18.3M	Buy	82,044 +4,473	+6%	+$1.05M	0.58%	24
2021 Q2	$18.1M	Buy	77,571 +1,218	+2%	+$278K	0.59%	24
2021 Q1	$16.2M	Buy	76,353 +21,079	+38%	+$4.44M	0.57%	30
2020 Q4	$12.1M	Sell	55,274 -21,814	-28%	-$4.46M	0.65%	27
2020 Q3	$15.3M	Buy	77,088 +25,721	+50%	+$5.14M	0.81%	20
2020 Q2	$9.93M	Sell	51,367 -3,648	-7%	-$666K	0.66%	27
2020 Q1	$8.87M	Buy	55,015 +18,326	+50%	+$3.45M	0.76%	24
2019 Q4	$6.9M	Buy	36,689 +27	+0.1%	+$4.87K	0.59%	37
2019 Q3	$6.31M	Sell	36,662 -3,310	-8%	-$590K	0.62%	31
2019 Q2	$6.94M	Buy	39,972 +3,806	+11%	+$623K	0.76%	18
2019 Q1	$5.65M	Buy	36,166 +2,259	+7%	+$326K	0.71%	26
2018 Q4	$4.48M	Sell	33,907 -47	-0.1%	-$6.49K	0.64%	34
2018 Q3	$5.1M	Sell	33,954 -1,056	-3%	-$150K	0.61%	31
2018 Q2	$4.64M	Buy	35,010 +1,886	+6%	+$243K	0.61%	33
2018 Q1	$3.96M	Buy	33,124 +1,282	+4%	+$155K	0.55%	36
2017 Q4	$3.63M	Sell	31,842 -22,398	-41%	-$2.47M	0.49%	48
2017 Q3	$5.41M	Buy	54,240 +28,235	+109%	+$2.86M	0.9%	22
2017 Q2	$2.44M	Buy	26,005 +869	+3%	+$80.7K	0.44%	54
2017 Q1	$2.24M	Buy	25,136 +1,298	+5%	+$112K	0.45%	52
2016 Q4	$1.86M	Buy	23,838 +848	+4%	+$68.2K	0.38%	66
2016 Q3	$1.9M	Buy	22,990 +4,243	+23%	+$340K	0.37%	59
2016 Q2	$1.39M	Buy	18,747 +781	+4%	+$61.1K	0.28%	89
2016 Q1	$1.37M	Sell	17,966 -1,019	-5%	-$74K	0.32%	76
2015 Q4	$1.47M	Buy	18,985 +174	+0.9%	+$13.5K	0.3%	87
2015 Q3	$1.31M	Buy	18,811 +4,139	+28%	+$295K	0.32%	77
2015 Q2	$987K	Sell	14,672 -2,434	-14%	-$165K	0.25%	106
2015 Q1	$1.12M	Sell	17,106 -9,774	-36%	-$646K	0.27%	95
2014 Q4	$7.96K	Buy	26,880 +8,976	+50%	+$540K	0.17%	137
2014 Q3	$955K	Sell	17,904 -18,872	-51%	-$1.01M	0.25%	97
2014 Q2	$962K	Buy	36,776 +18,364	+100%	+$960K	0.23%	93
2014 Q1	$994K	Buy	18,412 +3,232	+21%	+$180K	0.3%	72
2013 Q4	$845K	Buy	15,180 +1,248	+9%	+$62.9K	0.27%	86
2013 Q3	$666K	Sell	13,932 -2,580	-16%	-$119K	0.23%	107
2013 Q2	$754K	Buy	+16,512	New	+$723K	0.26%	86

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

B. Riley Wealth Advisors's V Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Visa (V) stake by 5% in Q2 2026, selling an estimated $293K and leaving 17,356 shares worth $5.93M. The position accounts for 0.32% of the portfolio, ranked #77.

B. Riley Wealth Advisors first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.7M in Q4 2023. 1,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

B. Riley Wealth Advisors held 17,356 shares of Visa worth $5.93M as of Q2 2026.
B. Riley Wealth Advisors sold 912 Visa shares in Q2 2026, an estimated $293K.
Visa made up 0.32% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #77 holding.
B. Riley Wealth Advisors first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's Visa position peaked at $23.7M in Q4 2023.
1,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.