CFMC
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Curbstone Financial Management Corp’s Visa V Stock Holding History

Curbstone Financial Management Corp’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 		$4.73M Buy
13,772
+2,590
+23% +$832K 0.81% 28
2026
Q1 		$3.38M Buy
11,182
+50
+0.4% +$16.1K 0.65% 38
2025
Q4 		$3.9M Sell
11,132
-4
-0% -$1.36K 0.75% 32
2025
Q3 		$3.8M Buy
11,136
+76
+0.7% +$26.3K 0.73% 32
2025
Q2 		$3.93M Sell
11,060
-14
-0.1% -$4.88K 0.81% 29
2025
Q1 		$3.88M Buy
11,074
+40
+0.4% +$13.5K 0.82% 30
2024
Q4 		$3.49M Sell
11,034
-30
-0.3% -$9.02K 0.74% 35
2024
Q3 		$3.04M Sell
11,064
-100
-0.9% -$27K 0.65% 40
2024
Q2 		$2.93M Buy
11,164
+50
+0.4% +$13.7K 0.64% 38
2024
Q1 		$3.1M Sell
11,114
-50
-0.4% -$13.8K 0.67% 40
2023
Q4 		$2.91M Sell
11,164
-12
-0.1% -$2.96K 0.66% 40
2023
Q3 		$2.57M Buy
11,176
+100
+0.9% +$24K 0.64% 41
2023
Q2 		$2.63M Sell
11,076
-220
-2% -$50.4K 0.63% 42
2023
Q1 		$2.55M Buy
11,296
+150
+1% +$33.4K 0.62% 43
2022
Q4 		$2.32M Sell
11,146
-30
-0.3% -$6.05K 0.58% 50
2022
Q3 		$1.99M Sell
11,176
-104
-0.9% -$21.2K 0.49% 56
2022
Q2 		$2.22M Sell
11,280
-1,270
-10% -$262K 0.52% 56
2022
Q1 		$2.78M Hold
12,550
– – 0.51% 55
2021
Q4 		$2.72M Buy
12,550
+300
+2% +$64.4K 0.48% 55
2021
Q3 		$2.73M Buy
12,250
+50
+0.4% +$11.7K 0.51% 55
2021
Q2 		$2.85M Buy
12,200
+300
+3% +$68.6K 0.54% 53
2021
Q1 		$2.52M Buy
11,900
+40
+0.3% +$8.42K 0.5% 56
2020
Q4 		$2.59M Buy
11,860
+20
+0.2% +$4.09K 0.54% 51
2020
Q3 		$2.37M Hold
11,840
– – 0.57% 48
2020
Q2 		$2.29M Buy
11,840
+1,780
+18% +$325K 0.59% 48
2020
Q1 		$1.62M Buy
10,060
+5,196
+107% +$979K 0.49% 53
2019
Q4 		$914K Buy
4,864
+50
+1% +$9.01K 0.22% 110
2019
Q3 		$828K Sell
4,814
-200
-4% -$35.6K 0.21% 113
2019
Q2 		$870K Sell
5,014
-120
-2% -$19.6K 0.23% 109
2019
Q1 		$802K Sell
5,134
-370
-7% -$53.3K 0.22% 118
2018
Q4 		$726K Hold
5,504
– – 0.22% 116
2018
Q3 		$826K Buy
5,504
+74
+1% +$10.5K 0.22% 120
2018
Q2 		$719K Sell
5,430
-100
-2% -$12.9K 0.2% 127
2018
Q1 		$661K Buy
5,530
+2,680
+94% +$325K 0.19% 133
2017
Q4 		$325K Sell
2,850
-3,250
-53% -$359K 0.18% 135
2017
Q3 		$642K Buy
6,100
+2,860
+88% +$290K 0.19% 132
2017
Q2 		$304K Hold
3,240
– – 0.18% 135
2017
Q1 		$288K Sell
3,240
-40
-1% -$3.44K 0.18% 133
2016
Q4 		$256K Sell
3,280
-3,380
-51% -$272K 0.16% 142
2016
Q3 		$551K Sell
6,660
-150
-2% -$12K 0.18% 129
2016
Q2 		$505K Hold
6,810
– – 0.17% 136
2016
Q1 		$521K Sell
6,810
-444
-6% -$32.3K 0.18% 129
2015
Q4 		$563K Buy
7,254
+3,588
+98% +$278K 0.19% 125
2015
Q3 		$255K Buy
+3,666
New +$262K 0.18% 130

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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Curbstone Financial Management Corp's V Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $832K and bringing the position to 13,772 shares worth $4.73M. The position accounts for 0.81% of the portfolio, ranked #28.

Curbstone Financial Management Corp first reported a position in V in Q3 2015 and has held it in 44 quarters since. 756 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Curbstone Financial Management Corp held 13,772 shares of Visa worth $4.73M as of Q2 2026.
  • Curbstone Financial Management Corp bought 2,590 Visa shares in Q2 2026, an estimated $832K.
  • Visa made up 0.81% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #28 holding.
  • Curbstone Financial Management Corp first reported a position in Visa in Q3 2015 and has held it in 44 quarters since.
  • 756 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.