CCFM
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Clear Creek Financial Management’s Visa V Stock Holding History

Clear Creek Financial Management’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 		$4.67M Sell
13,625
-148
-1% -$47.5K 0.3% 77
2026
Q1 		$4.16M Buy
13,773
+2,076
+18% +$668K 0.32% 73
2025
Q4 		$4.1M Buy
11,697
+317
+3% +$108K 0.33% 62
2025
Q3 		$3.88M Sell
11,380
-23
-0.2% -$7.96K 0.34% 60
2025
Q2 		$4.05M Sell
11,403
-97
-0.8% -$33.8K 0.39% 54
2025
Q1 		$4.03M Buy
11,500
+1,006
+10% +$340K 0.42% 49
2024
Q4 		$3.32M Buy
10,494
+3,036
+41% +$913K 0.36% 57
2024
Q3 		$2.05M Buy
7,458
+271
+4% +$73.3K 0.23% 95
2024
Q2 		$1.89M Buy
7,187
+270
+4% +$74K 0.23% 89
2024
Q1 		$1.93M Buy
6,917
+4,101
+146% +$1.13M 0.25% 81
2023
Q4 		$733K Buy
2,816
+351
+14% +$86.5K 0.12% 152
2023
Q3 		$567K Sell
2,465
-214
-8% -$51.4K 0.1% 155
2023
Q2 		$636K Sell
2,679
-21
-0.8% -$4.81K 0.11% 151
2023
Q1 		$609K Buy
2,700
+268
+11% +$59.7K 0.12% 138
2022
Q4 		$505K Sell
2,432
-882
-27% -$178K 0.11% 147
2022
Q3 		$589K Sell
3,314
-9
-0.3% -$1.83K 0.13% 128
2022
Q2 		$654K Buy
3,323
+748
+29% +$155K 0.14% 132
2022
Q1 		$571K Buy
2,575
+240
+10% +$51.9K 0.09% 171
2021
Q4 		$506K Buy
2,335
+193
+9% +$41.4K 0.08% 182
2021
Q3 		$477K Sell
2,142
-69
-3% -$16.2K 0.08% 191
2021
Q2 		$517K Buy
+2,211
New +$505K 0.08% 179
2021
Q1 		– Sell
-1,780
Closed -$389K – 245
2020
Q4 		$389K Buy
+1,780
New +$364K 0.08% 208
2020
Q3 		– Sell
-2,220
Closed -$428K – 255
2020
Q2 		$428K Buy
+2,220
New +$406K 0.11% 132

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
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
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

Clear Creek Financial Management's V Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Visa (V) stake by 1.1% in Q2 2026, selling an estimated $47.5K and leaving 13,625 shares worth $4.67M. The position accounts for 0.3% of the portfolio, ranked #77.

Clear Creek Financial Management first reported a position in V in Q2 2020 and has held it in 23 quarters since. 1,797 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clear Creek Financial Management held 13,625 shares of Visa worth $4.67M as of Q2 2026.
  • Clear Creek Financial Management sold 148 Visa shares in Q2 2026, an estimated $47.5K.
  • Visa made up 0.3% of Clear Creek Financial Management's portfolio in Q2 2026, its #77 holding.
  • Clear Creek Financial Management first reported a position in Visa in Q2 2020 and has held it in 23 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.