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Broadway Wealth Solutions’s Visa V Stock Holding History

Broadway Wealth 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 		$405K Buy
1,179
+49
+4% +$15.7K 0.19% 38
2026
Q1 		$342K Buy
1,130
+100
+10% +$32.2K 0.18% 56
2025
Q4 		$361K Sell
1,030
-193
-16% -$65.8K 0.19% 50
2025
Q3 		$417K Buy
1,223
+37
+3% +$12.8K 0.23% 38
2025
Q2 		$421K Sell
1,186
-42
-3% -$14.6K 0.26% 34
2025
Q1 		$431K Sell
1,228
-97
-7% -$32.8K 0.31% 30
2024
Q4 		$419K Buy
+1,325
New +$398K 0.32% 33

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

Broadway Wealth Solutions's V Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Visa (V) stake by 4.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,179 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #38.

Broadway Wealth Solutions first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Broadway Wealth Solutions held 1,179 shares of Visa worth $405K as of Q2 2026.
  • Broadway Wealth Solutions bought 49 Visa shares in Q2 2026, an estimated $15.7K.
  • Visa made up 0.19% of Broadway Wealth Solutions's portfolio in Q2 2026, its #38 holding.
  • Broadway Wealth Solutions first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Visa position peaked at $431K in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.