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Clayton Financial Group’s Visa V Stock Holding History

Clayton Financial 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 		– Sell
-71
Closed -$21.5K – 539
2026
Q1 		$21.5K Hold
71
– – 0.01% 185
2025
Q4 		$24.9K Buy
71
+58
+446% +$19.8K 0.01% 174
2025
Q3 		$4.44K Buy
+13
New +$4.5K ﹤0.01% 183
2025
Q2 		– Sell
-602
Closed -$211K – 107
2025
Q1 		$211K Sell
602
-65
-10% -$22K 0.08% 112
2024
Q4 		$211K Buy
+667
New +$201K 0.08% 118

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Clayton Financial Group's V Position: Q2 2026 in Review

Clayton Financial Group sold out of Visa (V) in Q2 2026, closing a stake of 71 shares — an estimated $21.5K sold.

Clayton Financial Group first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $211K in Q1 2025. 1,309 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clayton Financial Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 71 Visa shares in Q2 2026, an estimated $21.5K.
  • Clayton Financial Group first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Clayton Financial Group's Visa position peaked at $211K in Q1 2025.
  • 1,309 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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