Capstone Wealth Management (Alabama)’s Visa V Stock Holding History

Capstone Wealth Management (Alabama)’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	$340K	Buy	+991	New	+$318K	0.16%	100

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s V Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Visa (V) in Q2 2026: 991 shares worth $340K. The stake represents 0.16% of the portfolio and ranks #100 among its holdings.

2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Capstone Wealth Management (Alabama) held 991 shares of Visa worth $340K as of Q2 2026.
Visa was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Visa made up 0.16% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #100 holding.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.