FEG
V icon

Financial Enhancement Group’s Visa V Stock Holding History

Financial Enhancement 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 		$14.5M Buy
42,304
+1,311
+3% +$421K 1.73% 20
2026
Q1 		$13M Buy
40,993
+3,693
+10% +$1.19M 1.61% 21
2025
Q4 		$12.1M Buy
37,300
+1,089
+3% +$371K 1.58% 21
2025
Q3 		$12.7M Buy
36,211
+464
+1% +$161K 1.71% 18
2025
Q2 		$12.4M Sell
35,747
-2,381
-6% -$830K 1.78% 15
2025
Q1 		$12.6M Sell
38,128
-1,851
-5% -$626K 1.97% 16
2024
Q4 		$12.3M Buy
39,979
+9,951
+33% +$2.99M 1.88% 15
2024
Q3 		$6.92M Sell
30,028
-9,355
-24% -$2.53M 1.34% 23
2024
Q2 		$10.5M Sell
39,383
-402
-1% -$110K 1.69% 19
2024
Q1 		$11M Sell
39,785
-612
-2% -$169K 1.8% 15
2023
Q4 		$10.8M Buy
40,397
+311
+0.8% +$76.7K 1.9% 13
2023
Q3 		$9.62M Sell
40,086
-76
-0.2% -$18.3K 1.85% 13
2023
Q2 		$9.54M Buy
40,162
+10,134
+34% +$2.32M 1.76% 15
2023
Q1 		$6.92M Buy
30,028
+8,430
+39% +$1.88M 1.34% 23
2022
Q4 		$4.97M Buy
21,598
+901
+4% +$182K 0.95% 39
2022
Q3 		$3.68M Sell
20,697
-409
-2% -$83.2K 0.85% 30
2022
Q2 		$4.16M Sell
21,106
-12,941
-38% -$2.67M 0.9% 30
2022
Q1 		$7.55M Sell
34,047
-1,962
-5% -$424K 1.4% 19
2021
Q4 		$7.8M Sell
36,009
-4,434
-11% -$952K 1.37% 21
2021
Q3 		$9.01M Buy
40,443
+11,713
+41% +$2.75M 1.71% 17
2021
Q2 		$6.72M Sell
28,730
-1,128
-4% -$258K 1.38% 21
2021
Q1 		$6.32M Buy
29,858
+110
+0.4% +$23.2K 1.29% 24
2020
Q4 		$6.51M Sell
29,748
-1,563
-5% -$320K 1.38% 22
2020
Q3 		$6.26M Sell
31,311
-1,258
-4% -$251K 1.45% 22
2020
Q2 		$6.29M Buy
32,569
+14
+0% +$2.56K 1.58% 23
2020
Q1 		$5.25M Sell
32,555
-12,504
-28% -$2.36M 1.56% 22
2019
Q4 		$8.47M Sell
45,059
-68
-0.2% -$12.3K 2.13% 15
2019
Q3 		$7.76M Sell
45,127
-1,429
-3% -$255K 2.09% 16
2019
Q2 		$8.08M Buy
46,556
+333
+0.7% +$54.5K 2.36% 14
2019
Q1 		$7.22M Buy
46,223
+2,218
+5% +$320K 2.2% 14
2018
Q4 		$6.61M Buy
44,005
+44
+0.1% +$6.08K 2.08% 18
2018
Q3 		$6.6M Buy
43,961
+1,186
+3% +$169K 2.08% 18
2018
Q2 		$5.67M Buy
+42,775
New +$5.51M 1.95% 19

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Financial Enhancement Group increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $421K and bringing the position to 42,304 shares worth $14.5M. The position accounts for 1.73% of the portfolio, ranked #20.

Financial Enhancement Group first reported a position in V in Q2 2018 and has held it in 33 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Enhancement Group held 42,304 shares of Visa worth $14.5M as of Q2 2026.
  • Financial Enhancement Group bought 1,311 Visa shares in Q2 2026, an estimated $421K.
  • Visa made up 1.73% of Financial Enhancement Group's portfolio in Q2 2026, its #20 holding.
  • Financial Enhancement Group first reported a position in Visa in Q2 2018 and has held it in 33 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.