CIM
V icon

Capital Investment Management’s Visa V Stock Holding History

Capital Investment 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 		$553K Sell
1,610
-123
-7% -$39.5K 0.17% 75
2026
Q1 		$524K Buy
1,733
+6
+0.3% +$1.93K 0.18% 77
2025
Q4 		$606K Buy
+1,727
New +$588K 0.21% 71

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capital Investment Management's V Position: Q2 2026 in Review

Capital Investment Management reduced its Visa (V) stake by 7.1% in Q2 2026, selling an estimated $39.5K and leaving 1,610 shares worth $553K. The position accounts for 0.17% of the portfolio, ranked #75.

Capital Investment Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $606K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Capital Investment Management held 1,610 shares of Visa worth $553K as of Q2 2026.
  • Capital Investment Management sold 123 Visa shares in Q2 2026, an estimated $39.5K.
  • Visa made up 0.17% of Capital Investment Management's portfolio in Q2 2026, its #75 holding.
  • Capital Investment Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's Visa position peaked at $606K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.