Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Visa V Stock Holding History

Cambridge Investment Research 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 		$130M Sell
379,555
-3,752
-1% -$1.2M 0.29% 54
2026
Q1 		$116M Sell
383,307
-4,991
-1% -$1.6M 0.3% 52
2025
Q4 		$136M Sell
388,298
-2,697
-0.7% -$919K 0.36% 40
2025
Q3 		$133M Buy
390,995
+14,184
+4% +$4.91M 0.37% 37
2025
Q2 		$134M Sell
376,811
-1,050
-0.3% -$366K 0.41% 33
2025
Q1 		$132M Buy
377,861
+12,806
+4% +$4.33M 0.45% 30
2024
Q4 		$115M Sell
365,055
-9,395
-3% -$2.83M 0.39% 38
2024
Q3 		$103M Sell
374,450
-4,689
-1% -$1.27M 0.35% 44
2024
Q2 		$99.5M Buy
379,139
+2,806
+0.7% +$769K 0.37% 41
2024
Q1 		$105M Buy
376,333
+6,026
+2% +$1.66M 0.4% 35
2023
Q4 		$96.4M Buy
370,307
+12,446
+3% +$3.07M 0.41% 33
2023
Q3 		$82.3M Buy
357,861
+10,281
+3% +$2.47M 0.38% 46
2023
Q2 		$82.5M Buy
347,580
+12,176
+4% +$2.79M 0.38% 43
2023
Q1 		$75.6M Sell
335,404
-5,225
-2% -$1.16M 0.37% 43
2022
Q4 		$70.8M Buy
340,629
+987
+0.3% +$199K 0.37% 50
2022
Q3 		$60.3M Sell
339,642
-7,206
-2% -$1.47M 0.34% 53
2022
Q2 		$68.3M Sell
346,848
-5,928
-2% -$1.23M 0.37% 54
2022
Q1 		$78.2M Sell
352,776
-14,079
-4% -$3.05M 0.36% 46
2021
Q4 		$79.5M Sell
366,855
-6,714
-2% -$1.44M 0.36% 52
2021
Q3 		$83.2M Sell
373,569
-34,023
-8% -$7.98M 0.41% 40
2021
Q2 		$95.3M Sell
407,592
-4,761
-1% -$1.09M 0.46% 33
2021
Q1 		$87.3M Buy
412,353
+20,054
+5% +$4.22M 0.47% 29
2020
Q4 		$85.8M Sell
392,299
-7,919
-2% -$1.62M 0.5% 26
2020
Q3 		$80M Buy
400,218
+8,122
+2% +$1.62M 0.54% 24
2020
Q2 		$75.7M Buy
392,096
+19,549
+5% +$3.57M 0.57% 21
2020
Q1 		$60M Sell
372,547
-2,231
-0.6% -$420K 0.58% 24
2019
Q4 		$70.4M Buy
374,778
+13,079
+4% +$2.36M 0.54% 25
2019
Q3 		$62.2M Sell
361,699
-7,084
-2% -$1.26M 0.55% 24
2019
Q2 		$64M Buy
368,783
+5,043
+1% +$826K 0.59% 23
2019
Q1 		$56.8M Buy
363,740
+11,679
+3% +$1.68M 0.54% 27
2018
Q4 		$46.5M Sell
352,061
-3,730
-1% -$515K 0.51% 30
2018
Q3 		$53.4M Buy
355,791
+11,486
+3% +$1.63M 0.51% 28
2018
Q2 		$45.6M Buy
344,305
+8,380
+2% +$1.08M 0.48% 32
2018
Q1 		$40.2M Buy
335,925
+51,729
+18% +$6.27M 0.45% 32
2017
Q4 		$32.4M Buy
284,196
+55,137
+24% +$6.09M 0.38% 43
2017
Q3 		$24.1M Buy
229,059
+37,098
+19% +$3.76M 0.32% 54
2017
Q2 		$18M Buy
191,961
+15,601
+9% +$1.45M 0.26% 76
2017
Q1 		$15.7M Buy
176,360
+9,936
+6% +$855K 0.27% 77
2016
Q4 		$13M Buy
166,424
+12,287
+8% +$988K 0.24% 84
2016
Q3 		$12.7M Buy
154,137
+5,942
+4% +$476K 0.24% 85
2016
Q2 		$11M Buy
148,195
+16,306
+12% +$1.28M 0.23% 90
2016
Q1 		$10.1M Buy
131,889
+20,862
+19% +$1.52M 0.23% 85
2015
Q4 		$8.61M Buy
111,027
+9,837
+10% +$762K 0.2% 103
2015
Q3 		$7.05M Buy
101,190
+683
+0.7% +$48.8K 0.2% 104
2015
Q2 		$6.75M Buy
100,507
+9,733
+11% +$660K 0.19% 113
2015
Q1 		$5.94M Buy
90,774
+16,126
+22% +$1.07M 0.17% 122
2014
Q4 		$4.89M Sell
74,648
-392
-0.5% -$23.6K 0.15% 133
2014
Q3 		$4M Sell
75,040
-3,280
-4% -$176K 0.12% 169
2014
Q2 		$4.13M Buy
78,320
+1,176
+2% +$61.5K 0.14% 139
2014
Q1 		$4.16M Buy
77,144
+4,284
+6% +$238K 0.16% 128
2013
Q4 		$4.06M Buy
72,860
+14,620
+25% +$737K 0.17% 127
2013
Q3 		$2.78M Buy
58,240
+8,528
+17% +$394K 0.12% 167
2013
Q2 		$2.27M Buy
+49,712
New +$2.18M 0.12% 178

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors's V Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Visa (V) stake by 0.98% in Q2 2026, selling an estimated $1.2M and leaving 379,555 shares worth $130M. The position accounts for 0.29% of the portfolio, ranked #54.

Cambridge Investment Research Advisors first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $136M in Q4 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cambridge Investment Research Advisors held 379,555 shares of Visa worth $130M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,752 Visa shares in Q2 2026, an estimated $1.2M.
  • Visa made up 0.29% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #54 holding.
  • Cambridge Investment Research Advisors first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Visa position peaked at $136M in Q4 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.