Cumberland Advisors’s Visa V Stock Holding History

Cumberland 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	$220K	Buy	+640	New	+$205K	0.08%	48
2026 Q1	–	Sell	-640	Closed	-$224K	–	50
2025 Q4	$224K	Hold	640	–	–	0.09%	47
2025 Q3	$218K	Hold	640	–	–	0.08%	47
2025 Q2	$227K	Sell	640 -10	-2%	-$3.49K	0.1%	45
2025 Q1	$228K	Buy	650 +10	+2%	+$3.38K	0.1%	44
2024 Q4	$202K	Buy	+640	New	+$192K	0.08%	48
2021 Q3	–	Sell	-870	Closed	-$203K	–	65
2021 Q2	$203K	Buy	+870	New	+$199K	0.05%	62
2020 Q2	$265K	Hold	1,370	–	–	0.1%	57
2020 Q1	$221K	Hold	1,370	–	–	0.09%	57
2019 Q4	$257K	Sell	1,370 -700	-34%	-$126K	0.09%	64
2019 Q3	$356K	Sell	2,070 -85	-4%	-$15.1K	0.1%	62
2019 Q2	$374K	Buy	2,155 +85	+4%	+$13.9K	0.13%	60
2019 Q1	$323K	Hold	2,070	–	–	0.11%	61
2018 Q4	$273K	Buy	+2,070	New	+$286K	0.1%	61

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cumberland Advisors's V Position: Q2 2026 in Review

Cumberland Advisors opened a new position in Visa (V) in Q2 2026: 640 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings. This is a return to the name: Cumberland Advisors previously reported a position in V as recently as Q4 2025.

Cumberland Advisors first reported a position in V in Q4 2018 and has held it in 14 quarters since. The position peaked at $374K in Q2 2019. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cumberland Advisors held 640 shares of Visa worth $220K as of Q2 2026.
Visa was a new Cumberland Advisors position in Q2 2026.
Visa made up 0.08% of Cumberland Advisors's portfolio in Q2 2026, its #48 holding.
Cumberland Advisors first reported a position in Visa in Q4 2018 and has held it in 14 quarters since.
Cumberland Advisors's Visa position peaked at $374K in Q2 2019.
4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.