ECM
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Ethos Capital Management’s Visa V Stock Holding History

Ethos Capital Management’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 		$517K Sell
1,507
-3,466
-70% -$1.11M 0.37% 48
2026
Q1 		$1.5M Buy
4,973
+771
+18% +$248K 1.29% 30
2025
Q4 		$1.47M Buy
+4,202
New +$1.43M 1.39% 28

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Ninety One (UK)
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 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

Ethos Capital Management's V Position: Q2 2026 in Review

Ethos Capital Management reduced its Visa (V) stake by 70% in Q2 2026, selling an estimated $1.11M and leaving 1,507 shares worth $517K. The position accounts for 0.37% of the portfolio, ranked #48.

Ethos Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2026. 2,678 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ethos Capital Management held 1,507 shares of Visa worth $517K as of Q2 2026.
  • Ethos Capital Management sold 3,466 Visa shares in Q2 2026, an estimated $1.11M.
  • Visa made up 0.37% of Ethos Capital Management's portfolio in Q2 2026, its #48 holding.
  • Ethos Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Visa position peaked at $1.5M in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.