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CoreCap Advisors’s Visa V Stock Holding History

CoreCap 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 		$2.15M Buy
6,268
+1,363
+28% +$438K 0.06% 242
2026
Q1 		$1.48M Sell
4,905
-587
-11% -$189K 0.05% 290
2025
Q4 		$1.93M Sell
5,492
-1,724
-24% -$587K 0.07% 246
2025
Q3 		$2.46M Buy
7,216
+992
+16% +$343K 0.09% 207
2025
Q2 		$2.21M Sell
6,224
-1,375
-18% -$479K 0.09% 201
2025
Q1 		$2.66M Buy
7,599
+2,198
+41% +$744K 0.12% 171
2024
Q4 		$1.71M Buy
5,401
+352
+7% +$106K 0.08% 242
2024
Q3 		$1.39M Sell
5,049
-4,892
-49% -$1.32M 0.07% 273
2024
Q2 		$2.61M Buy
9,941
+172
+2% +$47.1K 0.27% 77
2024
Q1 		$2.73M Buy
9,769
+5,768
+144% +$1.59M 0.14% 142
2023
Q4 		$1.04M Sell
4,001
-3,754
-48% -$925K 0.07% 252
2023
Q3 		$1.78M Sell
7,755
-259
-3% -$62.3K 0.13% 156
2023
Q2 		$1.9M Buy
+8,014
New +$1.83M 0.14% 147
2022
Q4 		$712K Sell
3,429
-6,939
-67% -$1.4M 0.05% 290
2022
Q3 		$1.84M Buy
10,368
+6,648
+179% +$1.35M 0.15% 118
2022
Q2 		$733K Sell
3,720
-425
-10% -$87.8K 0.06% 262
2022
Q1 		$919K Sell
4,145
-611
-13% -$132K 0.06% 231
2021
Q4 		$1.03M Buy
+4,756
New +$1.02M 0.07% 223

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's V Position: Q2 2026 in Review

CoreCap Advisors increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $438K and bringing the position to 6,268 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #242.

CoreCap Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.73M in Q1 2024. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CoreCap Advisors held 6,268 shares of Visa worth $2.15M as of Q2 2026.
  • CoreCap Advisors bought 1,363 Visa shares in Q2 2026, an estimated $438K.
  • Visa made up 0.06% of CoreCap Advisors's portfolio in Q2 2026, its #242 holding.
  • CoreCap Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Visa position peaked at $2.73M in Q1 2024.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.