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BAM Wealth Management’s Visa V Stock Holding History

BAM Wealth Management’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 		$1.47M Buy
4,293
+1,180
+38% +$379K 0.92% 26
2026
Q1 		$941K Sell
3,113
-303
-9% -$97.4K 0.7% 33
2025
Q4 		$1.2M Sell
3,416
-141
-4% -$48K 0.87% 26
2025
Q3 		$1.21M Buy
+3,557
New +$1.23M 0.94% 22

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BAM Wealth Management's V Position: Q2 2026 in Review

BAM Wealth Management increased its Visa (V) stake by 38% in Q2 2026, buying an estimated $379K and bringing the position to 4,293 shares worth $1.47M. The position accounts for 0.92% of the portfolio, ranked #26.

BAM Wealth Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. 2,773 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BAM Wealth Management held 4,293 shares of Visa worth $1.47M as of Q2 2026.
  • BAM Wealth Management bought 1,180 Visa shares in Q2 2026, an estimated $379K.
  • Visa made up 0.92% of BAM Wealth Management's portfolio in Q2 2026, its #26 holding.
  • BAM Wealth Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 2,773 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.