CIG
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Cascade Investment Group’s Visa V Stock Holding History

Cascade Investment Group’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 		$2.19M Sell
6,392
-113
-2% -$36.3K 1.23% 14
2026
Q1 		$1.97M Buy
6,505
+125
+2% +$40.2K 1.29% 13
2025
Q4 		$2.24M Sell
6,380
-158
-2% -$53.8K 1.49% 12
2025
Q3 		$2.23M Sell
6,538
-12
-0.2% -$4.15K 1.48% 13
2025
Q2 		$2.33M Buy
6,550
+71
+1% +$24.7K 1.62% 10
2025
Q1 		$2.27M Sell
6,479
-315
-5% -$107K 1.75% 13
2024
Q4 		$2.15M Buy
6,794
+6
+0.1% +$1.8K 1.54% 14
2024
Q3 		$1.87M Sell
6,788
-458
-6% -$124K 1.37% 16
2024
Q2 		$1.9M Sell
7,246
-31
-0.4% -$8.5K 1.48% 15
2024
Q1 		$2.03M Sell
7,277
-139
-2% -$38.4K 1.52% 14
2023
Q4 		$1.93M Buy
7,416
+197
+3% +$48.6K 1.56% 13
2023
Q3 		$1.66M Sell
7,219
-80
-1% -$19.2K 1.57% 16
2023
Q2 		$1.73M Buy
7,299
+243
+3% +$55.6K 1.58% 15
2023
Q1 		$1.59M Buy
7,056
+79
+1% +$17.6K 1.57% 15
2022
Q4 		$1.45M Buy
+6,977
New +$1.41M 1.51% 14

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Cascade Investment Group's V Position: Q2 2026 in Review

Cascade Investment Group reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $36.3K and leaving 6,392 shares worth $2.19M. The position accounts for 1.23% of the portfolio, ranked #14.

Cascade Investment Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cascade Investment Group held 6,392 shares of Visa worth $2.19M as of Q2 2026.
  • Cascade Investment Group sold 113 Visa shares in Q2 2026, an estimated $36.3K.
  • Visa made up 1.23% of Cascade Investment Group's portfolio in Q2 2026, its #14 holding.
  • Cascade Investment Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Visa position peaked at $2.33M in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.