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BankPlus Wealth Management’s Visa V Stock Holding History

BankPlus 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 		$1.43M Buy
4,172
+133
+3% +$42.7K 0.64% 28
2026
Q1 		$1.22M Buy
4,039
+692
+21% +$223K 0.63% 27
2025
Q4 		$1.17M Sell
3,347
-11
-0.3% -$3.75K 0.65% 25
2025
Q3 		$1.15M Buy
3,358
+20
+0.6% +$6.92K 0.68% 23
2025
Q2 		$1.18M Buy
3,338
+29
+0.9% +$10.1K 0.79% 20
2025
Q1 		$1.16M Sell
3,309
-26
-0.8% -$8.8K 0.85% 19
2024
Q4 		$1.05M Buy
+3,335
New +$1M 0.79% 20

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BankPlus Wealth Management increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $42.7K and bringing the position to 4,172 shares worth $1.43M. The position accounts for 0.64% of the portfolio, ranked #28.

BankPlus Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BankPlus Wealth Management held 4,172 shares of Visa worth $1.43M as of Q2 2026.
  • BankPlus Wealth Management bought 133 Visa shares in Q2 2026, an estimated $42.7K.
  • Visa made up 0.64% of BankPlus Wealth Management's portfolio in Q2 2026, its #28 holding.
  • BankPlus Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.