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Bryant Woods Investment Advisors’s Visa V Stock Holding History

Bryant Woods Investment Advisors’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 		$226K Buy
+660
New +$212K 0.06% 78
2026
Q1 		– Sell
-687
Closed -$241K – 60
2025
Q4 		$241K Hold
687
– – 0.09% 45
2025
Q3 		$235K Buy
687
+10
+1% +$3.46K 0.09% 48
2025
Q2 		$240K Sell
677
-11
-2% -$3.83K 0.1% 47
2025
Q1 		$241K Sell
688
-15
-2% -$5.08K 0.12% 44
2024
Q4 		$222K Sell
703
-50
-7% -$15K 0.11% 48
2024
Q3 		$207K Buy
+753
New +$204K 0.11% 45

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

Bryant Woods Investment Advisors's V Position: Q2 2026 in Review

Bryant Woods Investment Advisors opened a new position in Visa (V) in Q2 2026: 660 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings. This is a return to the name: Bryant Woods Investment Advisors previously reported a position in V as recently as Q4 2025.

Bryant Woods Investment Advisors first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bryant Woods Investment Advisors held 660 shares of Visa worth $226K as of Q2 2026.
  • Visa was a new Bryant Woods Investment Advisors position in Q2 2026.
  • Visa made up 0.06% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Bryant Woods Investment Advisors first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Bryant Woods Investment Advisors's Visa position peaked at $241K in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.