CF
V icon

Clarity Financial’s Visa V Stock Holding History

Clarity Financial’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 		$457K Sell
1,331
-85
-6% -$27.3K 0.04% 80
2026
Q1 		$428K Sell
1,416
-50,643
-97% -$16.3M 0.05% 74
2025
Q4 		$18.3M Buy
52,059
+3,224
+7% +$1.1M 1.69% 26
2025
Q3 		$16.7M Buy
48,835
+1,618
+3% +$560K 1.65% 26
2025
Q2 		$16.8M Buy
47,217
+23,099
+96% +$8.05M 1.8% 22
2025
Q1 		$8.45M Buy
24,118
+1,931
+9% +$653K 0.97% 34
2024
Q4 		$7.01M Buy
22,187
+172
+0.8% +$51.7K 0.84% 34
2024
Q3 		$6.05M Buy
22,015
+1,737
+9% +$470K 0.7% 39
2024
Q2 		$5.32M Sell
20,278
-18,977
-48% -$5.2M 0.79% 36
2024
Q1 		$11M Buy
39,255
+231
+0.6% +$63.8K 1.66% 24
2023
Q4 		$10.2M Sell
39,024
-1,065
-3% -$262K 1.76% 21
2023
Q3 		$9.22M Buy
40,089
+39,051
+3,762% +$9.39M 1.55% 26
2023
Q2 		$247K Buy
+1,038
New +$238K 0.04% 99
2023
Q1 		– Sell
-1,114
Closed -$231K – 89
2022
Q4 		$231K Buy
+1,114
New +$225K 0.04% 95
2021
Q4 		– Sell
-11,389
Closed -$2.54M – 120
2021
Q3 		$2.54M Buy
11,389
+413
+4% +$96.8K 0.41% 50
2021
Q2 		$2.57M Sell
10,976
-2,658
-19% -$608K 0.49% 48
2021
Q1 		$2.89M Buy
13,634
+850
+7% +$179K 0.58% 47
2020
Q4 		$2.8M Buy
+12,784
New +$2.62M 0.67% 44

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

Clarity Financial's V Position: Q2 2026 in Review

Clarity Financial reduced its Visa (V) stake by 6% in Q2 2026, selling an estimated $27.3K and leaving 1,331 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #80.

Clarity Financial first reported a position in V in Q4 2020 and has held it in 18 quarters since. The position peaked at $18.3M in Q4 2025. 2,316 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clarity Financial held 1,331 shares of Visa worth $457K as of Q2 2026.
  • Clarity Financial sold 85 Visa shares in Q2 2026, an estimated $27.3K.
  • Visa made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #80 holding.
  • Clarity Financial first reported a position in Visa in Q4 2020 and has held it in 18 quarters since.
  • Clarity Financial's Visa position peaked at $18.3M in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.