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Cyndeo Wealth Partners’s Visa V Stock Holding History

Cyndeo Wealth Partners’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 		$11.3M Buy
32,813
+2,630
+9% +$844K 0.53% 55
2026
Q1 		$9.12M Sell
30,183
-183
-0.6% -$58.8K 0.48% 67
2025
Q4 		$10.6M Buy
30,366
+427
+1% +$145K 0.57% 44
2025
Q3 		$10.2M Buy
29,939
+155
+0.5% +$53.6K 0.57% 44
2025
Q2 		$10.6M Buy
29,784
+1,271
+4% +$443K 0.63% 39
2025
Q1 		$9.99M Sell
28,513
-1,158
-4% -$392K 0.66% 40
2024
Q4 		$9.38M Buy
29,671
+316
+1% +$95K 0.63% 39
2024
Q3 		$8.07M Buy
29,355
+420
+1% +$114K 0.56% 49
2024
Q2 		$7.59M Buy
28,935
+1,963
+7% +$538K 0.59% 41
2024
Q1 		$7.53M Sell
26,972
-1,952
-7% -$539K 0.63% 41
2023
Q4 		$7.53M Sell
28,924
-2,694
-9% -$664K 0.7% 32
2023
Q3 		$7.27M Buy
31,618
+2,166
+7% +$521K 0.76% 32
2023
Q2 		$6.99M Sell
29,452
-638
-2% -$146K 0.73% 39
2023
Q1 		$6.78M Buy
30,090
+1,588
+6% +$353K 0.73% 35
2022
Q4 		$5.92M Buy
+28,502
New +$5.75M 0.7% 44

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

Cyndeo Wealth Partners's V Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Visa (V) stake by 8.7% in Q2 2026, buying an estimated $844K and bringing the position to 32,813 shares worth $11.3M. The position accounts for 0.53% of the portfolio, ranked #55.

Cyndeo Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cyndeo Wealth Partners held 32,813 shares of Visa worth $11.3M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,630 Visa shares in Q2 2026, an estimated $844K.
  • Visa made up 0.53% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Cyndeo Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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