CWG
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Crown Wealth Group’s Visa V Stock Holding History

Crown Wealth 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 		$1.39M Buy
4,057
+20
+0.5% +$6.42K 0.35% 43
2026
Q1 		$1.22M Buy
4,037
+569
+16% +$183K 0.36% 43
2025
Q4 		$1.22M Sell
3,468
-75
-2% -$25.6K 0.34% 47
2025
Q3 		$1.21M Buy
3,543
+111
+3% +$38.4K 0.36% 40
2025
Q2 		$1.22M Sell
3,432
-77
-2% -$26.8K 0.46% 34
2025
Q1 		$1.23M Buy
3,509
+70
+2% +$23.7K 0.64% 26
2024
Q4 		$1.09M Buy
3,439
+47
+1% +$14.1K 0.44% 37
2024
Q3 		$933K Sell
3,392
-11
-0.3% -$2.97K 0.41% 40
2024
Q2 		$893K Sell
3,403
-39
-1% -$10.7K 0.45% 35
2024
Q1 		$961K Buy
3,442
+564
+20% +$156K 0.5% 28
2023
Q4 		$749K Buy
2,878
+183
+7% +$45.1K 0.45% 30
2023
Q3 		$620K Buy
2,695
+337
+14% +$81K 0.47% 31
2023
Q2 		$560K Sell
2,358
-153
-6% -$35K 0.44% 29
2023
Q1 		$566K Sell
2,511
-120
-5% -$26.7K 0.47% 31
2022
Q4 		$547K Sell
2,631
-115
-4% -$23.2K 0.51% 30
2022
Q3 		$488K Buy
2,746
+480
+21% +$97.7K 0.5% 30
2022
Q2 		$446K Buy
2,266
+58
+3% +$12K 0.4% 39
2022
Q1 		$490K Buy
+2,208
New +$478K 0.34% 47

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Crown Wealth Group's V Position: Q2 2026 in Review

Crown Wealth Group increased its Visa (V) stake by 0.5% in Q2 2026, buying an estimated $6.42K and bringing the position to 4,057 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #43.

Crown Wealth Group first reported a position in V in Q1 2022 and has held it in 18 quarters since. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crown Wealth Group held 4,057 shares of Visa worth $1.39M as of Q2 2026.
  • Crown Wealth Group bought 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 0.35% of Crown Wealth Group's portfolio in Q2 2026, its #43 holding.
  • Crown Wealth Group first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.