Convergence Investment Partners’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$515K Sell
1,501
-326
-18% -$105K 0.05% 214
2026
Q1
$552K Sell
1,827
-118
-6% -$37.9K 0.09% 207
2025
Q4
$682K Sell
1,945
-76
-4% -$25.9K 0.14% 195
2025
Q3
$690K Sell
2,021
-29
-1% -$10K 0.15% 184
2025
Q2
$728K Sell
2,050
-118
-5% -$41.1K 0.18% 172
2025
Q1
$760K Sell
2,168
-503
-19% -$170K 0.21% 160
2024
Q4
$844K Sell
2,671
-1
-0% -$301 0.19% 161
2024
Q3
$735K Buy
2,672
+97
+4% +$26.2K 0.2% 152
2024
Q2
$676K Sell
2,575
-46
-2% -$12.6K 0.2% 160
2024
Q1
$732K Sell
2,621
-104
-4% -$28.7K 0.28% 105
2023
Q4
$709K Sell
2,725
-958
-26% -$236K 0.37% 83
2023
Q3
$847K Buy
3,683
+967
+36% +$232K 0.5% 71
2023
Q2
$645K Sell
2,716
-1,301
-32% -$298K 0.37% 82
2023
Q1
$906K Sell
4,017
-284
-7% -$63.2K 0.53% 70
2022
Q4
$893K Buy
4,301
+101
+2% +$20.4K 0.53% 68
2022
Q3
$746K Buy
4,200
+305
+8% +$62.1K 0.49% 73
2022
Q2
$767K Sell
3,895
-643
-14% -$133K 0.46% 79
2022
Q1
$1.01M Buy
4,538
+1,467
+48% +$317K 0.52% 74
2021
Q4
$666K Sell
3,071
-161
-5% -$34.6K 0.34% 88
2021
Q3
$720K Sell
3,232
-162
-5% -$38K 0.39% 85
2021
Q2
$794K Sell
3,394
-205
-6% -$46.9K 0.34% 93
2021
Q1
$762K Sell
3,599
-40
-1% -$8.42K 0.35% 89
2020
Q4
$796K Buy
3,639
+74
+2% +$15.1K 0.4% 83
2020
Q3
$713K Sell
3,565
-91
-2% -$18.2K 0.25% 145
2020
Q2
$706K Sell
3,656
-5,283
-59% -$965K 0.24% 148
2020
Q1
$1.44M Sell
8,939
-2,637
-23% -$497K 0.63% 49
2019
Q4
$2.17M Buy
11,576
+7,811
+207% +$1.41M 0.62% 48
2019
Q3
$648K Sell
3,765
-143
-4% -$25.5K 0.18% 172
2019
Q2
$678K Buy
3,908
+66
+2% +$10.8K 0.16% 177
2019
Q1
$600K Buy
3,842
+36
+0.9% +$5.19K 0.13% 188
2018
Q4
$502K Sell
3,806
-16,774
-82% -$2.32M 0.12% 184
2018
Q3
$3.09M Sell
20,580
-13,975
-40% -$1.99M 0.63% 44
2018
Q2
$4.58M Buy
34,555
+31,452
+1,014% +$4.05M 0.64% 43
2018
Q1
$371K Buy
3,103
+268
+9% +$32.5K 0.05% 267
2017
Q4
$323K Buy
2,835
+103
+4% +$11.4K 0.04% 278
2017
Q3
$287K Sell
2,732
-49
-2% -$4.97K 0.04% 300
2017
Q2
$261K Buy
+2,781
New +$258K 0.04% 325
2014
Q2
Sell
-37,664
Closed -$2.03M 426
2014
Q1
$2.03M Buy
+37,664
New +$2.09M 0.31% 112
2013
Q4
Sell
-107,020
Closed -$5.11M 410
2013
Q3
$5.11M Buy
+107,020
New +$4.94M 1.08% 14

Other funds holding V

Convergence Investment Partners's V Position: Q2 2026 in Review

Convergence Investment Partners reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $105K and leaving 1,501 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #214.

Convergence Investment Partners first reported a position in V in Q3 2013 and has held it in 39 quarters since. The position peaked at $5.11M in Q3 2013. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Convergence Investment Partners held 1,501 shares of Visa worth $515K as of Q2 2026.
  • Convergence Investment Partners sold 326 Visa shares in Q2 2026, an estimated $105K.
  • Visa made up 0.05% of Convergence Investment Partners's portfolio in Q2 2026, its #214 holding.
  • Convergence Investment Partners first reported a position in Visa in Q3 2013 and has held it in 39 quarters since.
  • Convergence Investment Partners's Visa position peaked at $5.11M in Q3 2013.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.