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Byrne Asset Management’s Visa V Stock Holding History

Byrne Asset Management’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 		$2.52M Sell
7,331
-480
-6% -$154K 1.36% 13
2026
Q1 		$2.36M Sell
7,811
-218
-3% -$70.1K 1.38% 12
2025
Q4 		$2.82M Buy
8,029
+15
+0.2% +$5.11K 1.55% 9
2025
Q3 		$2.74M Sell
8,014
-76
-0.9% -$26.3K 1.68% 9
2025
Q2 		$2.87M Sell
8,090
-547
-6% -$191K 1.9% 9
2025
Q1 		$3.03M Sell
8,637
-171
-2% -$57.9K 2.23% 7
2024
Q4 		$2.78M Sell
8,808
-112
-1% -$33.7K 1.96% 9
2024
Q3 		$2.45M Sell
8,920
-17
-0.2% -$4.6K 1.67% 11
2024
Q2 		$2.38M Sell
8,937
-153
-2% -$41.9K 1.7% 10
2024
Q1 		$2.54M Buy
9,090
+48
+0.5% +$13.3K 1.76% 9
2023
Q4 		$2.34M Sell
9,042
-132
-1% -$32.5K 1.78% 6
2023
Q3 		$2.11M Buy
9,174
+5
+0.1% +$1.2K 1.75% 8
2023
Q2 		$2.18M Sell
9,169
-10
-0.1% -$2.29K 1.42% 9
2023
Q1 		$2.07M Sell
9,179
-1,005
-10% -$224K 1.48% 9
2022
Q4 		$2.12M Sell
10,184
-90
-0.9% -$18.1K 1.53% 9
2022
Q3 		$1.82M Sell
10,274
-45
-0.4% -$9.16K 1.41% 12
2022
Q2 		$2.03M Sell
10,319
-760
-7% -$157K 1.5% 15
2022
Q1 		$2.46M Buy
11,079
+234
+2% +$50.6K 1.53% 15
2021
Q4 		$2.35M Buy
+10,845
New +$2.33M 1.52% 14

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

Byrne Asset Management's V Position: Q2 2026 in Review

Byrne Asset Management reduced its Visa (V) stake by 6.1% in Q2 2026, selling an estimated $154K and leaving 7,331 shares worth $2.52M. The position accounts for 1.36% of the portfolio, ranked #13.

Byrne Asset Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Byrne Asset Management held 7,331 shares of Visa worth $2.52M as of Q2 2026.
  • Byrne Asset Management sold 480 Visa shares in Q2 2026, an estimated $154K.
  • Visa made up 1.36% of Byrne Asset Management's portfolio in Q2 2026, its #13 holding.
  • Byrne Asset Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Visa position peaked at $3.03M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.