CWM
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C2C Wealth Management’s Visa V Stock Holding History

C2C Wealth 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 		$481K Hold
1,402
– – 0.38% 50
2026
Q1 		$424K Hold
1,402
– – 0.36% 55
2025
Q4 		$492K Buy
1,402
+120
+9% +$40.9K 0.41% 48
2025
Q3 		$438K Buy
1,282
+82
+7% +$28.4K 0.38% 51
2025
Q2 		$426K Hold
1,200
– – 0.39% 51
2025
Q1 		$421K Hold
1,200
– – 0.39% 51
2024
Q4 		$379K Hold
1,200
– – 0.35% 54
2024
Q3 		$348K Hold
1,200
– – 0.32% 59
2024
Q2 		$315K Hold
1,200
– – 0.31% 63
2024
Q1 		$335K Hold
1,200
– – 0.33% 60
2023
Q4 		$312K Sell
1,200
-138
-10% -$34K 0.26% 79
2023
Q3 		$308K Hold
1,338
– – 0.04% 197
2023
Q2 		$327K Sell
1,338
-50
-4% -$11.4K 0.04% 195
2023
Q1 		$316K Sell
1,388
-12
-0.9% -$2.67K 0.05% 191
2022
Q4 		$309K Sell
1,400
-527
-27% -$106K 0.05% 137
2022
Q3 		$358K Sell
1,927
-50
-3% -$10.2K 0.07% 125
2022
Q2 		$422K Sell
1,977
-250
-11% -$51.7K 0.08% 118
2022
Q1 		$488K Buy
2,227
+494
+29% +$107K 0.08% 117
2021
Q4 		$376K Buy
+1,733
New +$372K 0.05% 149

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

C2C Wealth Management's V Position: Q2 2026 in Review

C2C Wealth Management held its Visa (V) position steady in Q2 2026 at 1,402 shares worth $481K. The position accounts for 0.38% of the portfolio, ranked #50.

C2C Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $492K in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • C2C Wealth Management held 1,402 shares of Visa worth $481K as of Q2 2026.
  • C2C Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.38% of C2C Wealth Management's portfolio in Q2 2026, its #50 holding.
  • C2C Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Visa position peaked at $492K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.