BWP
V icon

BSW Wealth Partners’s Visa V Stock Holding History

BSW Wealth Partners’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 		$2.36M Buy
6,889
+53
+0.8% +$17K 0.26% 60
2026
Q1 		$2.07M Buy
6,836
+39
+0.6% +$12.5K 0.25% 58
2025
Q4 		$2.38M Buy
6,797
+7
+0.1% +$2.38K 0.29% 51
2025
Q3 		$2.32M Buy
6,790
+119
+2% +$41.2K 0.29% 51
2025
Q2 		$2.37M Buy
6,671
+287
+4% +$100K 0.32% 46
2025
Q1 		$2.24M Buy
6,384
+59
+0.9% +$20K 0.34% 47
2024
Q4 		$2M Buy
6,325
+442
+8% +$133K 0.29% 49
2024
Q3 		$1.62M Buy
5,883
+468
+9% +$127K 0.24% 54
2024
Q2 		$1.42M Buy
5,415
+65
+1% +$17.8K 0.23% 56
2024
Q1 		$1.49M Buy
5,350
+429
+9% +$118K 0.25% 56
2023
Q4 		$1.28M Buy
4,921
+60
+1% +$14.8K 0.25% 52
2023
Q3 		$1.12M Sell
4,861
-120
-2% -$28.8K 0.25% 56
2023
Q2 		$1.18M Sell
4,981
-45
-0.9% -$10.3K 0.25% 54
2023
Q1 		$1.13M Buy
5,026
+97
+2% +$21.6K 0.23% 58
2022
Q4 		$1.02M Buy
4,929
+359
+8% +$72.4K 0.22% 66
2022
Q3 		$812K Buy
4,570
+138
+3% +$28.1K 0.2% 67
2022
Q2 		$873K Buy
4,432
+469
+12% +$96.9K 0.21% 65
2022
Q1 		$879K Buy
3,963
+671
+20% +$145K 0.22% 64
2021
Q4 		$713K Sell
3,292
-325
-9% -$69.8K 0.18% 82
2021
Q3 		$806K Buy
3,617
+14
+0.4% +$3.28K 0.23% 58
2021
Q2 		$842K Buy
3,603
+255
+8% +$58.3K 0.23% 61
2021
Q1 		$709K Buy
3,348
+222
+7% +$46.7K 0.2% 63
2020
Q4 		$684K Buy
3,126
+58
+2% +$11.9K 0.21% 59
2020
Q3 		$614K Sell
3,068
-187
-6% -$37.4K 0.23% 52
2020
Q2 		$629K Buy
3,255
+499
+18% +$91.2K 0.21% 52
2020
Q1 		$444K Buy
2,756
+221
+9% +$41.6K 0.18% 56
2019
Q4 		$476K Buy
2,535
+170
+7% +$30.6K 0.16% 64
2019
Q3 		$407K Sell
2,365
-136
-5% -$24.2K 0.16% 58
2019
Q2 		$434K Buy
2,501
+985
+65% +$161K 0.16% 56
2019
Q1 		$237K Buy
+1,516
New +$218K 0.09% 82
2018
Q4 		– Sell
-1,495
Closed -$224K – 142
2018
Q3 		$224K Buy
+1,495
New +$213K 0.09% 120
2018
Q1 		– Sell
-1,822
Closed -$208K – 94
2017
Q4 		$208K Sell
1,822
-373
-17% -$41.2K 0.09% 81
2017
Q3 		$231K Buy
2,195
+34
+2% +$3.45K 0.1% 74
2017
Q2 		$203K Buy
+2,161
New +$201K 0.09% 80
2016
Q2 		– Sell
-2,970
Closed -$227K – 70
2016
Q1 		$227K Sell
2,970
-133
-4% -$9.66K 0.13% 59
2015
Q4 		$241K Buy
+3,103
New +$240K 0.12% 56

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners's V Position: Q2 2026 in Review

BSW Wealth Partners increased its Visa (V) stake by 0.78% in Q2 2026, buying an estimated $17K and bringing the position to 6,889 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #60.

BSW Wealth Partners first reported a position in V in Q4 2015 and has held it in 36 quarters since. The position peaked at $2.38M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BSW Wealth Partners held 6,889 shares of Visa worth $2.36M as of Q2 2026.
  • BSW Wealth Partners bought 53 Visa shares in Q2 2026, an estimated $17K.
  • Visa made up 0.26% of BSW Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • BSW Wealth Partners first reported a position in Visa in Q4 2015 and has held it in 36 quarters since.
  • BSW Wealth Partners's Visa position peaked at $2.38M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.