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Balance Wealth’s Visa V Stock Holding History

Balance Wealth’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 		$200K Buy
+583
New +$187K 0.05% 164
2025
Q3 		– Sell
-625
Closed -$222K – 135
2025
Q2 		$222K Buy
625
+44
+8% +$15.3K 0.13% 97
2025
Q1 		$204K Buy
+581
New +$197K 0.13% 107

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Balance Wealth's V Position: Q2 2026 in Review

Balance Wealth opened a new position in Visa (V) in Q2 2026: 583 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Balance Wealth previously reported a position in V as recently as Q2 2025.

Balance Wealth first reported a position in V in Q1 2025 and has held it in 3 quarters since. The position peaked at $222K in Q2 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Balance Wealth held 583 shares of Visa worth $200K as of Q2 2026.
  • Visa was a new Balance Wealth position in Q2 2026.
  • Visa made up 0.05% of Balance Wealth's portfolio in Q2 2026, its #164 holding.
  • Balance Wealth first reported a position in Visa in Q1 2025 and has held it in 3 quarters since.
  • Balance Wealth's Visa position peaked at $222K in Q2 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.