CSF
V icon

Capital Squared Financial’s Visa V Stock Holding History

Capital Squared Financial’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 		$278K Sell
810
-112
-12% -$36K 0.18% 77
2026
Q1 		$279K Sell
922
-352
-28% -$113K 0.21% 71
2025
Q4 		$447K Buy
1,274
+3
+0.2% +$1.02K 0.35% 53
2025
Q3 		$434K Buy
1,271
+169
+15% +$58.5K 0.38% 51
2025
Q2 		$391K Buy
+1,102
New +$384K 0.46% 42

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Capital Squared Financial's V Position: Q2 2026 in Review

Capital Squared Financial reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $36K and leaving 810 shares worth $278K. The position accounts for 0.18% of the portfolio, ranked #77.

Capital Squared Financial first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $447K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Capital Squared Financial held 810 shares of Visa worth $278K as of Q2 2026.
  • Capital Squared Financial sold 112 Visa shares in Q2 2026, an estimated $36K.
  • Visa made up 0.18% of Capital Squared Financial's portfolio in Q2 2026, its #77 holding.
  • Capital Squared Financial first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's Visa position peaked at $447K in Q4 2025.
  • 1,424 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.