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Finward Bancorp’s Visa V Stock Holding History

Finward Bancorp’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 		$866K Sell
2,525
-25
-1% -$8.03K 0.66% 37
2026
Q1 		$771K Sell
2,550
-65
-2% -$20.9K 0.62% 42
2025
Q4 		$917K Hold
2,615
– – 0.71% 36
2025
Q3 		$893K Buy
2,615
+50
+2% +$17.3K 0.68% 35
2025
Q2 		$911K Sell
2,565
-60
-2% -$20.9K 0.72% 38
2025
Q1 		$920K Buy
2,625
+17
+0.7% +$5.75K 0.8% 34
2024
Q4 		$824K Buy
+2,608
New +$784K 0.71% 37

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Finward Bancorp's V Position: Q2 2026 in Review

Finward Bancorp reduced its Visa (V) stake by 0.98% in Q2 2026, selling an estimated $8.03K and leaving 2,525 shares worth $866K. The position accounts for 0.66% of the portfolio, ranked #37.

Finward Bancorp first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q1 2025. 2,317 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Finward Bancorp held 2,525 shares of Visa worth $866K as of Q2 2026.
  • Finward Bancorp sold 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.66% of Finward Bancorp's portfolio in Q2 2026, its #37 holding.
  • Finward Bancorp first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Finward Bancorp's Visa position peaked at $920K in Q1 2025.
  • 2,317 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.