Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$875K Buy
2,550
+1,515
+146% +$486K 0.38% 37
2026
Q1
$313K Sell
1,035
-800
-44% -$257K 0.17% 51
2025
Q4
$644K Hold
1,835
0.39% 38
2025
Q3
$626K Sell
1,835
-140
-7% -$48.5K 0.4% 40
2025
Q2
$701K Sell
1,975
-10
-0.5% -$3.49K 0.53% 36
2025
Q1
$696K Buy
+1,985
New +$672K 0.55% 34

Other funds holding V

Elefante Mark B's V Position: Q2 2026 in Review

Elefante Mark B increased its Visa (V) stake by 146% in Q2 2026, buying an estimated $486K and bringing the position to 2,550 shares worth $875K. The position accounts for 0.38% of the portfolio, ranked #37.

Elefante Mark B first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elefante Mark B held 2,550 shares of Visa worth $875K as of Q2 2026.
  • Elefante Mark B bought 1,515 Visa shares in Q2 2026, an estimated $486K.
  • Visa made up 0.38% of Elefante Mark B's portfolio in Q2 2026, its #37 holding.
  • Elefante Mark B first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.