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Crown Oak Advisors’s Visa V Stock Holding History

Crown Oak 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 		$22.4M Buy
65,145
+305
+0.5% +$97.9K 10.41% 3
2026
Q1 		$19.6M Buy
64,840
+537
+0.8% +$173K 9.83% 2
2025
Q4 		$22.6M Sell
64,303
-370
-0.6% -$126K 10.7% 2
2025
Q3 		$23M Hold
64,673
– – 10.86% 2
2025
Q2 		$23M Sell
64,673
-151
-0.2% -$52.6K 10.86% 2
2025
Q1 		$22.7M Buy
64,824
+808
+1% +$273K 11.48% 2
2024
Q4 		$20.2M Buy
64,016
+2,668
+4% +$802K 10.41% 2
2024
Q3 		$16.9M Sell
61,348
-2,301
-4% -$622K 9.37% 2
2024
Q2 		$16.7M Buy
63,649
+14
+0% +$3.84K 9.44% 2
2024
Q1 		$17.8M Buy
63,635
+148
+0.2% +$40.9K 9.78% 2
2023
Q4 		$16.6M Buy
+63,487
New +$15.6M 9.72% 2

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Crown Oak Advisors's V Position: Q2 2026 in Review

Crown Oak Advisors increased its Visa (V) stake by 0.47% in Q2 2026, buying an estimated $97.9K and bringing the position to 65,145 shares worth $22.4M. The position accounts for 10.41% of the portfolio, ranked #3.

Crown Oak Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $23M in Q3 2025. 2,773 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crown Oak Advisors held 65,145 shares of Visa worth $22.4M as of Q2 2026.
  • Crown Oak Advisors bought 305 Visa shares in Q2 2026, an estimated $97.9K.
  • Visa made up 10.41% of Crown Oak Advisors's portfolio in Q2 2026, its #3 holding.
  • Crown Oak Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Crown Oak Advisors's Visa position peaked at $23M in Q3 2025.
  • 2,773 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.