FHC
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First Heartland Consultants’s Visa V Stock Holding History

First Heartland Consultants’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 		$2.21M Buy
6,448
+373
+6% +$120K 0.14% 127
2026
Q1 		$1.84M Sell
6,075
-160
-3% -$51.4K 0.14% 133
2025
Q4 		$2.19M Sell
6,235
-316
-5% -$108K 0.17% 113
2025
Q3 		$2.24M Sell
6,551
-300
-4% -$104K 0.18% 109
2025
Q2 		$2.43M Sell
6,851
-49
-0.7% -$17.1K 0.22% 99
2025
Q1 		$2.42M Sell
6,900
-156
-2% -$52.8K 0.25% 89
2024
Q4 		$2.23M Sell
7,056
-470
-6% -$141K 0.23% 96
2024
Q3 		$2.07M Sell
7,526
-1,265
-14% -$342K 0.22% 87
2024
Q2 		$2.31K Buy
8,791
+124
+1% +$34K 0.16% 97
2024
Q1 		$2.42M Buy
8,667
+532
+7% +$147K 0.25% 99
2023
Q4 		$2.12M Sell
8,135
-390
-5% -$96.1K 0.26% 91
2023
Q3 		$1.96M Buy
8,525
+86
+1% +$20.7K 0.25% 93
2023
Q2 		$2M Sell
8,439
-345
-4% -$79K 0.26% 87
2023
Q1 		$1.98M Sell
8,784
-248
-3% -$55.2K 0.3% 83
2022
Q4 		$1.88M Buy
9,032
+419
+5% +$84.5K 0.3% 84
2022
Q3 		$1.53K Sell
8,613
-238
-3% -$48.4K 0.13% 97
2022
Q2 		$1.74M Sell
8,851
-20
-0.2% -$4.13K 0.27% 84
2022
Q1 		$1.97M Sell
8,871
-2,454
-22% -$531K 0.3% 70
2021
Q4 		$2.45K Buy
11,325
+3,590
+46% +$771K 0.09% 64
2021
Q3 		$1.72M Buy
7,735
+160
+2% +$37.5K 0.26% 90
2021
Q2 		$1.77M Buy
7,575
+346
+5% +$79.1K 0.27% 93
2021
Q1 		$1.53M Buy
7,229
+350
+5% +$73.7K 0.24% 96
2020
Q4 		$1.5M Sell
6,879
-404
-6% -$82.7K 0.25% 82
2020
Q3 		$1.46M Sell
7,283
-614
-8% -$123K 0.28% 76
2020
Q2 		$1.52M Buy
7,897
+472
+6% +$86.2K 0.3% 74
2020
Q1 		$1.2M Sell
7,425
-1,061
-13% -$200K 0.31% 77
2019
Q4 		$1.59M Sell
8,486
-42
-0.5% -$7.57K 0.31% 81
2019
Q3 		$1.47M Buy
8,528
+535
+7% +$95.3K 0.31% 81
2019
Q2 		$1.39M Sell
7,993
-352
-4% -$57.6K 0.33% 76
2019
Q1 		$1.3M Sell
8,345
-236
-3% -$34K 0.37% 71
2018
Q4 		$1.13M Sell
8,581
-162
-2% -$22.4K 0.42% 64
2018
Q3 		$1.31M Sell
8,743
-183
-2% -$26K 0.41% 67
2018
Q2 		$1.18M Buy
8,926
+166
+2% +$21.4K 0.42% 69
2018
Q1 		$1.05M Buy
8,760
+123
+1% +$14.9K 0.31% 84
2017
Q4 		$985K Buy
8,637
+286
+3% +$31.6K 0.3% 86
2017
Q3 		$879K Buy
8,351
+791
+10% +$80.2K 0.21% 135
2017
Q2 		$709K Buy
7,560
+804
+12% +$74.6K 0.18% 154
2017
Q1 		$600K Buy
6,756
+1,044
+18% +$89.8K 0.17% 168
2016
Q4 		$446K Sell
5,712
-697
-11% -$56K 0.14% 188
2016
Q3 		$530K Sell
6,409
-1,603
-20% -$128K 0.15% 163
2016
Q2 		$594K Buy
8,012
+5,061
+172% +$396K 65.15% 1
2016
Q1 		$226K Buy
+2,951
New +$214K 0.09% 232
2015
Q4 		– Sell
-3,200
Closed -$223K – 280
2015
Q3 		$223K Buy
+3,200
New +$228K 0.09% 221

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

First Heartland Consultants's V Position: Q2 2026 in Review

First Heartland Consultants increased its Visa (V) stake by 6.1% in Q2 2026, buying an estimated $120K and bringing the position to 6,448 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #127.

First Heartland Consultants first reported a position in V in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.43M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • First Heartland Consultants held 6,448 shares of Visa worth $2.21M as of Q2 2026.
  • First Heartland Consultants bought 373 Visa shares in Q2 2026, an estimated $120K.
  • Visa made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #127 holding.
  • First Heartland Consultants first reported a position in Visa in Q3 2015 and has held it in 43 quarters since.
  • First Heartland Consultants's Visa position peaked at $2.43M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.