BFS
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BridgePort Financial Solutions’s Visa V Stock Holding History

BridgePort Financial Solutions’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 		$822K Sell
2,396
-49
-2% -$15.7K 0.21% 94
2026
Q1 		$739K Buy
2,445
+96
+4% +$30.9K 0.21% 90
2025
Q4 		$824K Sell
2,349
-1,446
-38% -$493K 0.22% 86
2025
Q3 		$1.3M Buy
3,795
+1,821
+92% +$630K 0.35% 62
2025
Q2 		$701K Buy
1,974
+6
+0.3% +$2.09K 0.23% 87
2025
Q1 		$690K Sell
1,968
-18
-0.9% -$6.09K 0.31% 70
2024
Q4 		$707K Buy
+1,986
New +$597K 0.32% 69

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

BridgePort Financial Solutions's V Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Visa (V) stake by 2% in Q2 2026, selling an estimated $15.7K and leaving 2,396 shares worth $822K. The position accounts for 0.21% of the portfolio, ranked #94.

BridgePort Financial Solutions first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BridgePort Financial Solutions held 2,396 shares of Visa worth $822K as of Q2 2026.
  • BridgePort Financial Solutions sold 49 Visa shares in Q2 2026, an estimated $15.7K.
  • Visa made up 0.21% of BridgePort Financial Solutions's portfolio in Q2 2026, its #94 holding.
  • BridgePort Financial Solutions first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's Visa position peaked at $1.3M in Q3 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.