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Concurrent Investment Advisors’s Visa V Stock Holding History

Concurrent Investment 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 		$68.6K Hold
200
– – ﹤0.01% 2057
2026
Q1 		$60.4K Buy
+200
New +$64.3K ﹤0.01% 1861
2025
Q1 		– Sell
-100
Closed -$31.6K – 1340
2024
Q4 		$31.6K Hold
100
– – ﹤0.01% 1079
2024
Q3 		$27.5K Hold
100
– – ﹤0.01% 1045
2024
Q2 		$26.2K Hold
100
– – ﹤0.01% 950
2024
Q1 		$27.9K Buy
+100
New +$27.6K ﹤0.01% 884

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Concurrent Investment Advisors's V Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $6.69M and bringing the position to 119,124 shares worth $40.9M. The position accounts for 0.35% of the portfolio, ranked #54.

Concurrent Investment Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. 1,930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Concurrent Investment Advisors held 119,124 shares of Visa worth $40.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 20,826 Visa shares in Q2 2026, an estimated $6.69M.
  • Visa made up 0.35% of Concurrent Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Concurrent Investment Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.