ELI
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Empire Life Investments’s Visa V Stock Holding History

Empire Life Investments’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 		$29.2M Sell
85,044
-12,045
-12% -$3.87M 1.63% 16
2026
Q1 		$29M Sell
97,089
-9,363
-9% -$3.01M 1.76% 19
2025
Q4 		$37.3M Sell
106,452
-3,685
-3% -$1.26M 2.1% 12
2025
Q3 		$37.6M Sell
110,137
-927
-0.8% -$321K 2.2% 10
2025
Q2 		$39.4M Sell
111,064
-5,469
-5% -$1.91M 2.5% 6
2025
Q1 		$40.8M Sell
116,533
-43,090
-27% -$14.6M 2.66% 6
2024
Q4 		$50.4M Sell
159,623
-22,265
-12% -$6.7M 3.17% 5
2024
Q3 		$50M Sell
181,888
-8,095
-4% -$2.19M 3.05% 5
2024
Q2 		$49.9M Sell
189,983
-7,673
-4% -$2.1M 3.15% 5
2024
Q1 		$55.2M Sell
197,656
-18,946
-9% -$5.23M 3.39% 3
2023
Q4 		$56.4M Buy
216,602
+13,107
+6% +$3.23M 3.64% 2
2023
Q3 		$46.8M Buy
203,495
+237
+0.1% +$57K 3.43% 4
2023
Q2 		$48.3M Sell
203,258
-17,870
-8% -$4.09M 3.3% 5
2023
Q1 		$49.9M Buy
221,128
+11,161
+5% +$2.48M 3.54% 4
2022
Q4 		$43.6M Sell
209,967
-14,772
-7% -$2.98M 3% 9
2022
Q3 		$39.9M Buy
224,739
+2,208
+1% +$449K 3.04% 8
2022
Q2 		$43.8M Buy
222,531
+5,117
+2% +$1.06M 3.16% 8
2022
Q1 		$48.2M Sell
217,414
-2,354
-1% -$509K 3.09% 5
2021
Q4 		$47.6M Buy
219,768
+425
+0.2% +$91.2K 2.9% 7
2021
Q3 		$48.9M Sell
219,343
-8,853
-4% -$2.08M 3.2% 7
2021
Q2 		$53.4M Buy
228,196
+13,638
+6% +$3.12M 3.43% 5
2021
Q1 		$45.4M Sell
214,558
-3,499
-2% -$737K 3.12% 6
2020
Q4 		$47.7M Buy
218,057
+5,516
+3% +$1.13M 3.37% 5
2020
Q3 		$42.5M Sell
212,541
-23,074
-10% -$4.61M 3.41% 7
2020
Q2 		$45.5M Sell
235,615
-9,700
-4% -$1.77M 4% 4
2020
Q1 		$39.5M Buy
245,315
+3,570
+1% +$673K 3.62% 5
2019
Q4 		$45.4M Buy
241,745
+8,304
+4% +$1.5M 3.45% 4
2019
Q3 		$40.2M Buy
233,441
+10,284
+5% +$1.83M 3.36% 3
2019
Q2 		$38.7M Buy
223,157
+3,981
+2% +$652K 3.13% 3
2019
Q1 		$34.2M Buy
219,176
+8,663
+4% +$1.25M 2.87% 5
2018
Q4 		$27.8M Buy
210,513
+2,560
+1% +$354K 2.5% 8
2018
Q3 		$31.2M Sell
207,953
-17,515
-8% -$2.49M 2.38% 8
2018
Q2 		$29.9M Buy
225,468
+1,578
+0.7% +$203K 2.15% 12
2018
Q1 		$26.8M Buy
223,890
+27,780
+14% +$3.37M 1.9% 15
2017
Q4 		$22.4M Sell
196,110
-74,864
-28% -$8.27M 1.73% 22
2017
Q3 		$28.5M Sell
270,974
-35,256
-12% -$3.58M 2.3% 8
2017
Q2 		$28.7M Sell
306,230
-1,236
-0.4% -$115K 2.5% 7
2017
Q1 		$22.8M Sell
307,466
-49,558
-14% -$4.26M 2.23% 11
2016
Q4 		$28.4M Buy
+357,024
New +$28.7M 2.3% 11

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

Empire Life Investments's V Position: Q2 2026 in Review

Empire Life Investments reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $3.87M and leaving 85,044 shares worth $29.2M. The position accounts for 1.63% of the portfolio, ranked #16.

Empire Life Investments first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $56.4M in Q4 2023. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Empire Life Investments held 85,044 shares of Visa worth $29.2M as of Q2 2026.
  • Empire Life Investments sold 12,045 Visa shares in Q2 2026, an estimated $3.87M.
  • Visa made up 1.63% of Empire Life Investments's portfolio in Q2 2026, its #16 holding.
  • Empire Life Investments first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • Empire Life Investments's Visa position peaked at $56.4M in Q4 2023.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.