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Beacon Financial Strategies’s Visa V Stock Holding History

Beacon Financial Strategies’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 		$51.5K Hold
150
– – 0.03% 96
2026
Q1 		$45.3K Hold
150
– – 0.03% 79
2025
Q4 		$52.6K Buy
+150
New +$51.1K 0.03% 75

Other funds holding V

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

Beacon Financial Strategies's V Position: Q2 2026 in Review

Beacon Financial Strategies held its Visa (V) position steady in Q2 2026 at 150 shares worth $51.5K. The position accounts for 0.03% of the portfolio, ranked #96.

Beacon Financial Strategies first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q4 2025. 2,605 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beacon Financial Strategies held 150 shares of Visa worth $51.5K as of Q2 2026.
  • Beacon Financial Strategies left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #96 holding.
  • Beacon Financial Strategies first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Visa position peaked at $52.6K in Q4 2025.
  • 2,605 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.