CWMK
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Caliber Wealth Management (Kansas)’s Visa V Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.56M Buy
7,459
+398
+6% +$128K 0.25% 78
2026
Q1 		$2.13M Buy
7,061
+782
+12% +$251K 0.23% 82
2025
Q4 		$2.2M Buy
6,279
+185
+3% +$63K 0.24% 87
2025
Q3 		$2.08M Sell
6,094
-306
-5% -$106K 0.23% 87
2025
Q2 		$2.27M Sell
6,400
-588
-8% -$205K 0.24% 86
2025
Q1 		$2.45M Buy
+6,988
New +$2.36M 0.33% 79

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Caliber Wealth Management (Kansas)'s V Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Visa (V) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 7,459 shares worth $2.56M. The position accounts for 0.25% of the portfolio, ranked #78.

Caliber Wealth Management (Kansas) first reported a position in V in Q1 2025 and has held it in 6 quarters since. 1,830 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 7,459 shares of Visa worth $2.56M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 398 Visa shares in Q2 2026, an estimated $128K.
  • Visa made up 0.25% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #78 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.