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Brookwood Investment Group’s Visa V Stock Holding History

Brookwood Investment 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 		$2.19M Sell
6,381
-1,882
-23% -$604K 0.25% 88
2026
Q1 		$2.5M Buy
8,263
+667
+9% +$214K 0.31% 73
2025
Q4 		$2.66M Buy
7,596
+1,960
+35% +$668K 0.32% 58
2025
Q3 		$1.92M Buy
5,636
+821
+17% +$284K 0.25% 73
2025
Q2 		$1.71M Sell
4,815
-2,942
-38% -$1.03M 0.28% 55
2025
Q1 		$2.72M Buy
+7,757
New +$2.62M 0.47% 31

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Brookwood Investment Group's V Position: Q2 2026 in Review

Brookwood Investment Group reduced its Visa (V) stake by 23% in Q2 2026, selling an estimated $604K and leaving 6,381 shares worth $2.19M. The position accounts for 0.25% of the portfolio, ranked #88.

Brookwood Investment Group first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.72M in Q1 2025. 2,274 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brookwood Investment Group held 6,381 shares of Visa worth $2.19M as of Q2 2026.
  • Brookwood Investment Group sold 1,882 Visa shares in Q2 2026, an estimated $604K.
  • Visa made up 0.25% of Brookwood Investment Group's portfolio in Q2 2026, its #88 holding.
  • Brookwood Investment Group first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Visa position peaked at $2.72M in Q1 2025.
  • 2,274 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.