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Crews Bank & Trust’s Visa V Stock Holding History

Crews Bank & Trust’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 		$7.01M Sell
20,446
-104
-0.5% -$33.4K 0.92% 22
2026
Q1 		$6.21M Sell
20,550
-127
-0.6% -$40.8K 0.9% 21
2025
Q4 		$7.25M Sell
20,677
-274
-1% -$93.4K 1.04% 19
2025
Q3 		$7.15M Sell
20,951
-136
-0.6% -$47.1K 1.05% 18
2025
Q2 		$7.49M Sell
21,087
-157
-0.7% -$54.7K 1.18% 18
2025
Q1 		$7.45M Sell
21,244
-218
-1% -$73.8K 1.27% 16
2024
Q4 		$6.78M Buy
+21,462
New +$6.45M 1.14% 17

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

Crews Bank & Trust's V Position: Q2 2026 in Review

Crews Bank & Trust reduced its Visa (V) stake by 0.51% in Q2 2026, selling an estimated $33.4K and leaving 20,446 shares worth $7.01M. The position accounts for 0.92% of the portfolio, ranked #22.

Crews Bank & Trust first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.49M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crews Bank & Trust held 20,446 shares of Visa worth $7.01M as of Q2 2026.
  • Crews Bank & Trust sold 104 Visa shares in Q2 2026, an estimated $33.4K.
  • Visa made up 0.92% of Crews Bank & Trust's portfolio in Q2 2026, its #22 holding.
  • Crews Bank & Trust first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Visa position peaked at $7.49M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.