CKAIS
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Christensen King & Associates Investment Services’s Visa V Stock Holding History

Christensen King & Associates Investment Services’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 		$283K Hold
824
– – 0.11% 86
2026
Q1 		$249K Hold
824
– – 0.11% 94
2025
Q4 		$289K Hold
824
– – 0.12% 85
2025
Q3 		$281K Hold
824
– – 0.12% 87
2025
Q2 		$292K Buy
824
+116
+16% +$40.4K 0.13% 79
2025
Q1 		$244K Hold
708
– – 0.12% 86
2024
Q4 		$227K Buy
+708
New +$213K 0.11% 89
2024
Q2 		– Sell
-724
Closed -$202K – 96
2024
Q1 		$202K Buy
+724
New +$200K 0.1% 96

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

Christensen King & Associates Investment Services's V Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Visa (V) position steady in Q2 2026 at 824 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #86.

Christensen King & Associates Investment Services first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Christensen King & Associates Investment Services held 824 shares of Visa worth $283K as of Q2 2026.
  • Christensen King & Associates Investment Services left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.11% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #86 holding.
  • Christensen King & Associates Investment Services first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • Christensen King & Associates Investment Services's Visa position peaked at $292K in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.