Certuity’s Visa V Stock Holding History

Certuity’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
2020 Q4	–	Sell	-4,300	Closed	-$860K	–	275
2020 Q3	$860K	Buy	4,300 +3,000	+231%	+$599K	0.34%	47
2020 Q2	$251K	Buy	+1,300	New	+$237K	0.12%	135

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Certuity's V Position: Q2 2026 in Review

Certuity increased its Visa (V) stake by 5.2% in Q2 2026, buying an estimated $238K and bringing the position to 15,123 shares worth $5.19M. The position accounts for 0.26% of the portfolio, ranked #57.

Certuity first reported a position in V in Q4 2019 and has held it in 27 quarters since. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

Certuity held 15,123 shares of Visa worth $5.19M as of Q2 2026.
Certuity bought 741 Visa shares in Q2 2026, an estimated $238K.
Visa made up 0.26% of Certuity's portfolio in Q2 2026, its #57 holding.
Certuity first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.