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Bedel Financial Consulting’s Visa V Stock Holding History

Bedel Financial Consulting’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 		$1.08M Buy
3,136
+1
+0% +$321 0.1% 104
2026
Q1 		$947K Buy
3,135
+2
+0.1% +$643 0.11% 109
2025
Q4 		$1.1M Buy
3,133
+37
+1% +$12.6K 0.12% 95
2025
Q3 		$1.06M Buy
3,096
+195
+7% +$67.5K 0.13% 92
2025
Q2 		$1.03M Buy
2,901
+51
+2% +$17.8K 0.14% 90
2025
Q1 		$991K Buy
2,850
+18
+0.6% +$6.09K 0.14% 90
2024
Q4 		$990K Sell
2,832
-124
-4% -$37.3K 0.14% 90
2024
Q3 		$813K Buy
2,956
+401
+16% +$108K 0.11% 97
2024
Q2 		$671K Sell
2,555
-21
-0.8% -$5.76K 0.1% 107
2024
Q1 		$719K Buy
2,576
+1
+0% +$276 0.11% 96
2023
Q4 		$670K Buy
2,575
+26
+1% +$6.41K 0.12% 101
2023
Q3 		$586K Buy
2,549
+1
+0% +$240 0.12% 105
2023
Q2 		$605K Buy
2,548
+2
+0.1% +$458 0.13% 101
2023
Q1 		$574K Buy
2,546
+1
+0% +$223 0.14% 101
2022
Q4 		$529K Sell
2,545
-8
-0.3% -$1.61K 0.13% 101
2022
Q3 		$511K Buy
2,553
+11
+0.4% +$2.24K 0.14% 103
2022
Q2 		$500K Buy
2,542
+127
+5% +$26.2K 0.15% 101
2022
Q1 		$536K Sell
2,415
-25
-1% -$5.41K 0.17% 82
2021
Q4 		$529K Buy
2,440
+258
+12% +$55.4K 0.16% 87
2021
Q3 		$486K Hold
2,182
– – 0.17% 90
2021
Q2 		$510K Buy
2,182
+447
+26% +$102K 0.18% 88
2021
Q1 		$367K Buy
1,735
+12
+0.7% +$2.53K 0.14% 113
2020
Q4 		$377K Sell
1,723
-488
-22% -$99.9K 0.17% 94
2020
Q3 		$442K Buy
2,211
+158
+8% +$31.6K 0.22% 65
2020
Q2 		$397K Sell
2,053
-257
-11% -$47K 0.21% 69
2020
Q1 		$372K Buy
2,310
+74
+3% +$13.9K 0.25% 67
2019
Q4 		$420K Buy
2,236
+45
+2% +$8.11K 0.24% 78
2019
Q3 		$377K Hold
2,191
– – 0.23% 84
2019
Q2 		$380K Buy
2,191
+1
+0% +$164 0.23% 85
2019
Q1 		$342K Hold
2,190
– – 0.22% 86
2018
Q4 		$289K Buy
2,190
+133
+6% +$18.4K 0.21% 86
2018
Q3 		$291K Buy
2,057
+232
+13% +$33K 0.19% 101
2018
Q2 		$242K Buy
1,825
+356
+24% +$45.8K 0.18% 119
2018
Q1 		$176K Buy
+1,469
New +$178K 0.13% 147

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

Bedel Financial Consulting's V Position: Q2 2026 in Review

Bedel Financial Consulting increased its Visa (V) stake by 0.03% in Q2 2026, buying an estimated $321 and bringing the position to 3,136 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #104.

Bedel Financial Consulting first reported a position in V in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.1M in Q4 2025. 2,183 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bedel Financial Consulting held 3,136 shares of Visa worth $1.08M as of Q2 2026.
  • Bedel Financial Consulting bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #104 holding.
  • Bedel Financial Consulting first reported a position in Visa in Q1 2018 and has held it in 34 quarters since.
  • Bedel Financial Consulting's Visa position peaked at $1.1M in Q4 2025.
  • 2,183 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.