EFS
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Econ Financial Services’s Visa V Stock Holding History

Econ Financial Services’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 		$3.25M Buy
+9,462
New +$3.04M 1.52% 25
2023
Q3 		– Sell
-5,960
Closed -$1.42M – 103
2023
Q2 		$1.42M Buy
+5,960
New +$1.36M 1% 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

Econ Financial Services's V Position: Q2 2026 in Review

Econ Financial Services opened a new position in Visa (V) in Q2 2026: 9,462 shares worth $3.25M. The stake represents 1.52% of the portfolio and ranks #25 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in V as recently as Q2 2023.

Econ Financial Services first reported a position in V in Q2 2023 and has held it in 2 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Econ Financial Services held 9,462 shares of Visa worth $3.25M as of Q2 2026.
  • Visa was a new Econ Financial Services position in Q2 2026.
  • Visa made up 1.52% of Econ Financial Services's portfolio in Q2 2026, its #25 holding.
  • Econ Financial Services first reported a position in Visa in Q2 2023 and has held it in 2 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.