CPIG
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Chicago Partners Investment Group’s Visa V Stock Holding History

Chicago Partners 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 		$12.8M Buy
36,344
+34
+0.1% +$10.9K 0.26% 76
2026
Q1 		$11.3M Sell
36,310
-339
-0.9% -$109K 0.25% 77
2025
Q4 		$12M Sell
36,649
-1,125
-3% -$383K 0.29% 69
2025
Q3 		$13.1M Sell
37,774
-158
-0.4% -$54.7K 0.34% 61
2025
Q2 		$13.5M Buy
37,932
+1,236
+3% +$431K 0.39% 56
2025
Q1 		$12.8M Buy
36,696
+1,146
+3% +$388K 0.43% 54
2024
Q4 		$11.1M Sell
35,550
-1,739
-5% -$523K 0.37% 62
2024
Q3 		$10.6M Sell
37,289
-18
-0% -$4.87K 0.38% 60
2024
Q2 		$9.82M Sell
37,307
-749
-2% -$205K 0.38% 61
2024
Q1 		$10.4M Sell
38,056
-1,695
-4% -$468K 0.44% 53
2023
Q4 		$10.8M Sell
39,751
-1,732
-4% -$427K 0.5% 46
2023
Q3 		$9.6M Buy
41,483
+159
+0.4% +$38.2K 0.52% 45
2023
Q2 		$9.82M Sell
41,324
-594
-1% -$136K 0.51% 41
2023
Q1 		$9.76M Buy
41,918
+20,549
+96% +$4.57M 0.57% 39
2022
Q4 		$4.94M Sell
21,369
-509
-2% -$103K 0.3% 72
2022
Q3 		$4.38M Buy
21,878
+605
+3% +$123K 0.31% 70
2022
Q2 		$4.51M Buy
21,273
+592
+3% +$122K 0.33% 68
2022
Q1 		$4.14M Buy
20,681
+1,494
+8% +$323K 0.32% 70
2021
Q4 		$4.32M Sell
19,187
-2,005
-9% -$430K 0.31% 69
2021
Q3 		$4.46M Buy
21,192
+1,453
+7% +$341K 0.31% 67
2021
Q2 		$4.94M Buy
19,739
+608
+3% +$139K 0.37% 63
2021
Q1 		$4.41M Buy
19,131
+1,142
+6% +$240K 0.36% 58
2020
Q4 		$3.63M Buy
17,989
+2,693
+18% +$551K 0.34% 58
2020
Q3 		$2.88M Buy
15,296
+2,463
+19% +$492K 0.34% 56
2020
Q2 		$2.53M Buy
12,833
+4,170
+48% +$762K 0.32% 55
2020
Q1 		$1.47M Buy
8,663
+2,017
+30% +$380K 0.23% 79
2019
Q4 		$1.34M Sell
6,646
-904
-12% -$163K 0.16% 98
2019
Q3 		$1.33M Buy
7,550
+237
+3% +$42.2K 0.19% 91
2019
Q2 		$1.32M Buy
7,313
+234
+3% +$38.3K 0.19% 93
2019
Q1 		$1.13M Sell
7,079
-784
-10% -$113K 0.17% 97
2018
Q4 		$1.09M Buy
7,863
+100
+1% +$13.8K 0.16% 113
2018
Q3 		$1.04M Buy
7,763
+743
+11% +$106K 0.16% 109
2018
Q2 		$930K Buy
7,020
+904
+15% +$116K 0.14% 113
2018
Q1 		$732K Sell
6,116
-314
-5% -$38.1K 0.13% 122
2017
Q4 		$733K Buy
6,430
+274
+4% +$30.3K 0.12% 123
2017
Q3 		$648K Buy
6,156
+3,941
+178% +$400K 0.11% 133
2017
Q2 		$196K Sell
2,215
-2,288
-51% -$212K 0.05% 199
2017
Q1 		$400K Buy
4,503
+8
+0.2% +$688 0.11% 124
2016
Q4 		$351K Buy
4,495
+9
+0.2% +$724 0.13% 124
2016
Q3 		$371K Buy
4,486
+8
+0.2% +$640 0.15% 111
2016
Q2 		$332K Buy
4,478
+8
+0.2% +$626 0.16% 89
2016
Q1 		$342K Buy
4,470
+8
+0.2% +$581 0.18% 77
2015
Q4 		$346K Buy
4,462
+8
+0.2% +$620 0.17% 98
2015
Q3 		$310K Buy
4,454
+4,254
+2,127% +$304K 0.17% 89
2015
Q2 		$13K Hold
200
– – 0.01% 324
2015
Q1 		$13K Sell
200
-600
-75% -$39.7K 0.01% 326
2014
Q4 		$13K Buy
+800
New +$48.2K 0.01% 341

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Chicago Partners Investment Group's V Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Visa (V) stake by 0.09% in Q2 2026, buying an estimated $10.9K and bringing the position to 36,344 shares worth $12.8M. The position accounts for 0.26% of the portfolio, ranked #76.

Chicago Partners Investment Group first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $13.5M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chicago Partners Investment Group held 36,344 shares of Visa worth $12.8M as of Q2 2026.
  • Chicago Partners Investment Group bought 34 Visa shares in Q2 2026, an estimated $10.9K.
  • Visa made up 0.26% of Chicago Partners Investment Group's portfolio in Q2 2026, its #76 holding.
  • Chicago Partners Investment Group first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Visa position peaked at $13.5M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.