Clear Point Advisors’s Visa V Stock Holding History

Clear Point Advisors’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	$591K	Buy	1,723 +2	+0.1%	+$642	0.52%	53
2026 Q1	$520K	Sell	1,721 -14	-0.8%	-$4.5K	0.4%	47
2025 Q4	$608K	Sell	1,735 -23	-1%	-$7.84K	0.47%	61
2025 Q3	$600K	Buy	1,758 +46	+3%	+$15.9K	0.47%	67
2025 Q2	$608K	Buy	1,712 +2	+0.1%	+$697	0.51%	59
2025 Q1	$599K	Sell	1,710 -39	-2%	-$13.2K	0.54%	53
2024 Q4	$553K	Sell	1,749 -48	-3%	-$14.4K	0.47%	63
2024 Q3	$494K	Buy	1,797 +1	+0.1%	+$270	0.38%	66
2024 Q2	$471K	Buy	1,796 +4	+0.2%	+$1.1K	0.39%	67
2024 Q1	$500K	Buy	1,792 +97	+6%	+$26.8K	0.41%	67
2023 Q4	$441K	Buy	+1,695	New	+$418K	0.39%	64

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clear Point Advisors's V Position: Q2 2026 in Review

Clear Point Advisors increased its Visa (V) stake by 0.12% in Q2 2026, buying an estimated $642 and bringing the position to 1,723 shares worth $591K. The position accounts for 0.52% of the portfolio, ranked #53.

Clear Point Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $608K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Clear Point Advisors held 1,723 shares of Visa worth $591K as of Q2 2026.
Clear Point Advisors bought 2 Visa shares in Q2 2026, an estimated $642.
Visa made up 0.52% of Clear Point Advisors's portfolio in Q2 2026, its #53 holding.
Clear Point Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's Visa position peaked at $608K in Q4 2025.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.