Fiduciary Financial Group’s Visa V Stock Holding History

Fiduciary Financial Group’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	$1.5M	Buy	4,373 +311	+8%	+$99.8K	0.17%	81
2026 Q1	$1.23M	Sell	4,062 -255	-6%	-$82K	0.16%	91
2025 Q4	$1.51M	Sell	4,317 -31	-0.7%	-$10.6K	0.21%	69
2025 Q3	$1.48M	Sell	4,348 -25	-0.6%	-$8.65K	0.23%	60
2025 Q2	$1.55M	Sell	4,373 -159	-4%	-$55.4K	0.28%	53
2025 Q1	$1.47M	Sell	4,532 -678	-13%	-$229K	0.32%	50
2024 Q4	$1.6M	Buy	5,210 +103	+2%	+$31K	0.35%	47
2024 Q3	$1.4M	Sell	5,107 -5	-0.1%	-$1.35K	0.32%	49
2024 Q2	$1.38M	Buy	+5,112	New	+$1.4M	0.33%	50

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fiduciary Financial Group's V Position: Q2 2026 in Review

Fiduciary Financial Group increased its Visa (V) stake by 7.7% in Q2 2026, buying an estimated $99.8K and bringing the position to 4,373 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #81.

Fiduciary Financial Group first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold V as of Q2 2026.

Fiduciary Financial Group held 4,373 shares of Visa worth $1.5M as of Q2 2026.
Fiduciary Financial Group bought 311 Visa shares in Q2 2026, an estimated $99.8K.
Visa made up 0.17% of Fiduciary Financial Group's portfolio in Q2 2026, its #81 holding.
Fiduciary Financial Group first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Visa position peaked at $1.6M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.