DFC
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DB Fitzpatrick & Co’s Visa V Stock Holding History

DB Fitzpatrick & Co’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 		$1.96M Buy
5,699
+1,297
+29% +$416K 1.58% 11
2026
Q1 		$1.33M Buy
4,402
+115
+3% +$37K 1.14% 30
2025
Q4 		$1.5M Buy
+4,287
New +$1.46M 1.34% 17

Other funds holding V

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
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 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

DB Fitzpatrick & Co's V Position: Q2 2026 in Review

DB Fitzpatrick & Co increased its Visa (V) stake by 29% in Q2 2026, buying an estimated $416K and bringing the position to 5,699 shares worth $1.96M. The position accounts for 1.58% of the portfolio, ranked #11.

DB Fitzpatrick & Co first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,319 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • DB Fitzpatrick & Co held 5,699 shares of Visa worth $1.96M as of Q2 2026.
  • DB Fitzpatrick & Co bought 1,297 Visa shares in Q2 2026, an estimated $416K.
  • Visa made up 1.58% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #11 holding.
  • DB Fitzpatrick & Co first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.