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Bravera Wealth’s Visa V Stock Holding History

Bravera Wealth’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 		$340K Sell
992
-49
-5% -$15.7K 0.13% 71
2026
Q1 		$315K Buy
1,041
+65
+7% +$20.9K 0.14% 79
2025
Q4 		$342K Buy
+976
New +$333K 0.17% 66

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Bravera Wealth's V Position: Q2 2026 in Review

Bravera Wealth reduced its Visa (V) stake by 4.7% in Q2 2026, selling an estimated $15.7K and leaving 992 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #71.

Bravera Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bravera Wealth held 992 shares of Visa worth $340K as of Q2 2026.
  • Bravera Wealth sold 49 Visa shares in Q2 2026, an estimated $15.7K.
  • Visa made up 0.13% of Bravera Wealth's portfolio in Q2 2026, its #71 holding.
  • Bravera Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Visa position peaked at $342K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.