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Barnes Wealth Management Group’s Visa V Stock Holding History

Barnes Wealth Management Group’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 		$259K Buy
756
+4
+0.5% +$1.28K 0.12% 158
2026
Q1 		$227K Buy
752
+18
+2% +$5.79K 0.12% 171
2025
Q4 		$257K Sell
734
-17
-2% -$5.79K 0.14% 146
2025
Q3 		$256K Buy
751
+4
+0.5% +$1.38K 0.14% 140
2025
Q2 		$265K Sell
747
-66
-8% -$23K 0.16% 125
2025
Q1 		$285K Sell
813
-67
-8% -$22.7K 0.18% 111
2024
Q4 		$278K Buy
+880
New +$265K 0.19% 108

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Barnes Wealth Management Group's V Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Visa (V) stake by 0.53% in Q2 2026, buying an estimated $1.28K and bringing the position to 756 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #158.

Barnes Wealth Management Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q1 2025. 1,744 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Barnes Wealth Management Group held 756 shares of Visa worth $259K as of Q2 2026.
  • Barnes Wealth Management Group bought 4 Visa shares in Q2 2026, an estimated $1.28K.
  • Visa made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #158 holding.
  • Barnes Wealth Management Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Visa position peaked at $285K in Q1 2025.
  • 1,744 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.