Compass Financial Group (Florida)’s Visa V Stock Holding History

Compass Financial Group (Florida)’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	$209K	Buy	+610	New	+$196K	0.09%	51

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Compass Financial Group (Florida)'s V Position: Q2 2026 in Review

Compass Financial Group (Florida) opened a new position in Visa (V) in Q2 2026: 610 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #51 among its holdings.

2,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

Compass Financial Group (Florida) held 610 shares of Visa worth $209K as of Q2 2026.
Visa was a new Compass Financial Group (Florida) position in Q2 2026.
Visa made up 0.09% of Compass Financial Group (Florida)'s portfolio in Q2 2026, its #51 holding.
2,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Compass Financial Group (Florida)'s 13F filing for Q2 2026, filed 4 Aug 2026.