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Cooper Financial Group’s Visa V Stock Holding History

Cooper Financial Group’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 		$4.38M Buy
12,767
+1,576
+14% +$506K 0.36% 51
2026
Q1 		$3.38M Sell
11,191
-1,488
-12% -$478K 0.34% 52
2025
Q4 		$4.45M Sell
12,679
-133
-1% -$45.3K 0.47% 38
2025
Q3 		$4.37M Sell
12,812
-1,135
-8% -$393K 0.48% 36
2025
Q2 		$4.95M Buy
13,947
+3,140
+29% +$1.09M 0.58% 36
2025
Q1 		$3.79M Buy
10,807
+1,489
+16% +$504K 0.5% 41
2024
Q4 		$2.94M Buy
9,318
+560
+6% +$168K 0.35% 52
2024
Q3 		$2.41M Buy
8,758
+87
+1% +$23.5K 0.31% 63
2024
Q2 		$2.28M Buy
8,671
+154
+2% +$42.2K 0.33% 56
2024
Q1 		$2.38M Buy
8,517
+591
+7% +$163K 0.39% 43
2023
Q4 		$2.06M Buy
7,926
+476
+6% +$117K 0.38% 47
2023
Q3 		$1.71M Buy
7,450
+433
+6% +$104K 0.41% 51
2023
Q2 		$1.67M Buy
7,017
+456
+7% +$104K 0.41% 53
2023
Q1 		$1.48M Buy
6,561
+31
+0.5% +$6.9K 0.4% 58
2022
Q4 		$1.36M Buy
6,530
+83
+1% +$16.7K 0.41% 60
2022
Q3 		$1.15M Buy
6,447
+1,036
+19% +$211K 0.41% 62
2022
Q2 		$1.06M Sell
5,411
-1,402
-21% -$290K 0.39% 66
2022
Q1 		$1.51M Buy
6,813
+2,845
+72% +$615K 0.57% 42
2021
Q4 		$860K Sell
3,968
-162
-4% -$34.8K 0.32% 80
2021
Q3 		$920K Buy
4,130
+344
+9% +$80.7K 0.19% 81
2021
Q2 		$885K Buy
3,786
+95
+3% +$21.7K 0.18% 83
2021
Q1 		$781K Sell
3,691
-759
-17% -$160K 0.18% 85
2020
Q4 		$973K Buy
4,450
+1,689
+61% +$346K 0.2% 90
2020
Q3 		$552K Buy
2,761
+403
+17% +$80.5K 0.16% 93
2020
Q2 		$455K Buy
2,358
+228
+11% +$41.7K 0.15% 103
2020
Q1 		$343K Buy
2,130
+608
+40% +$115K 0.14% 98
2019
Q4 		$286K Buy
1,522
+267
+21% +$48.1K 0.11% 111
2019
Q3 		$216K Buy
+1,255
New +$224K 0.1% 135

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

Cooper Financial Group's V Position: Q2 2026 in Review

Cooper Financial Group increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $506K and bringing the position to 12,767 shares worth $4.38M. The position accounts for 0.36% of the portfolio, ranked #51.

Cooper Financial Group first reported a position in V in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.95M in Q2 2025. 2,216 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cooper Financial Group held 12,767 shares of Visa worth $4.38M as of Q2 2026.
  • Cooper Financial Group bought 1,576 Visa shares in Q2 2026, an estimated $506K.
  • Visa made up 0.36% of Cooper Financial Group's portfolio in Q2 2026, its #51 holding.
  • Cooper Financial Group first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's Visa position peaked at $4.95M in Q2 2025.
  • 2,216 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.