Birch Financial Group’s Visa V Stock Holding History

Birch Financial 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	$643K	Sell	1,875 -1,061	-36%	-$341K	0.33%	56
2026 Q1	$887K	Sell	2,936 -1,027	-26%	-$330K	0.52%	41
2025 Q4	$1.39M	Sell	3,963 -430	-10%	-$147K	0.79%	28
2025 Q3	$1.5M	Buy	4,393 +521	+13%	+$180K	0.88%	25
2025 Q2	$1.37M	Sell	3,872 -127	-3%	-$44.3K	1.1%	20
2025 Q1	$1.4M	Buy	3,999 +544	+16%	+$184K	1.25%	17
2024 Q4	$1.09M	Buy	+3,455	New	+$1.04M	1.23%	13

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Birch Financial Group's V Position: Q2 2026 in Review

Birch Financial Group reduced its Visa (V) stake by 36% in Q2 2026, selling an estimated $341K and leaving 1,875 shares worth $643K. The position accounts for 0.33% of the portfolio, ranked #56.

Birch Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold V as of Q2 2026.

Birch Financial Group held 1,875 shares of Visa worth $643K as of Q2 2026.
Birch Financial Group sold 1,061 Visa shares in Q2 2026, an estimated $341K.
Visa made up 0.33% of Birch Financial Group's portfolio in Q2 2026, its #56 holding.
Birch Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Visa position peaked at $1.5M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.