FCA
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FLC Capital Advisors’s Visa V Stock Holding History

FLC Capital Advisors’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 		$1.04M Sell
3,033
-28
-0.9% -$8.99K 0.17% 81
2026
Q1 		$925K Buy
3,061
+87
+3% +$28K 0.17% 81
2025
Q4 		$1.04M Buy
2,974
+71
+2% +$24.2K 0.19% 74
2025
Q3 		$991K Buy
2,903
+3
+0.1% +$1.04K 0.19% 70
2025
Q2 		$1.03M Hold
2,900
– – 0.21% 66
2025
Q1 		$1.02M Sell
2,900
-24
-0.8% -$8.12K 0.23% 62
2024
Q4 		$924K Hold
2,924
– – 0.21% 69
2024
Q3 		$804K Buy
2,924
+100
+4% +$27K 0.19% 75
2024
Q2 		$741K Hold
2,824
– – 0.18% 74
2024
Q1 		$788K Buy
2,824
+13
+0.5% +$3.59K 0.2% 72
2023
Q4 		$732K Buy
2,811
+474
+20% +$117K 0.2% 73
2023
Q3 		$538K Hold
2,337
– – 0.16% 86
2023
Q2 		$555K Sell
2,337
-52
-2% -$11.9K 0.16% 87
2023
Q1 		$539K Sell
2,389
-70
-3% -$15.6K 0.16% 90
2022
Q4 		$511K Sell
2,459
-66
-3% -$13.3K 0.16% 92
2022
Q3 		$449K Buy
2,525
+105
+4% +$21.4K 0.16% 102
2022
Q2 		$476K Hold
2,420
– – 0.16% 105
2022
Q1 		$537K Sell
2,420
-400
-14% -$86.5K 0.15% 102
2021
Q4 		$611K Sell
2,820
-287
-9% -$61.6K 0.17% 103
2021
Q3 		$692K Hold
3,107
– – 0.2% 96
2021
Q2 		$726K Sell
3,107
-169
-5% -$38.6K 0.21% 94
2021
Q1 		$694K Buy
3,276
+100
+3% +$21K 0.22% 91
2020
Q4 		$695K Hold
3,176
– – 0.23% 80
2020
Q3 		$628K Sell
3,176
-100
-3% -$20K 0.23% 78
2020
Q2 		$648K Buy
3,276
+32
+1% +$5.85K 0.26% 68
2020
Q1 		$511K Buy
3,244
+1,406
+76% +$265K 0.24% 61
2019
Q4 		$345K Hold
1,838
– – 0.14% 76
2019
Q3 		$316K Buy
1,838
+278
+18% +$49.5K 0.13% 86
2019
Q2 		$275K Hold
1,560
– – 0.11% 96
2019
Q1 		$244K Buy
+1,560
New +$225K 0.11% 93

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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 22.94% 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

FLC Capital Advisors's V Position: Q2 2026 in Review

FLC Capital Advisors reduced its Visa (V) stake by 0.91% in Q2 2026, selling an estimated $8.99K and leaving 3,033 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #81.

FLC Capital Advisors first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.04M in Q4 2025. 2,426 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • FLC Capital Advisors held 3,033 shares of Visa worth $1.04M as of Q2 2026.
  • FLC Capital Advisors sold 28 Visa shares in Q2 2026, an estimated $8.99K.
  • Visa made up 0.17% of FLC Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • FLC Capital Advisors first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • FLC Capital Advisors's Visa position peaked at $1.04M in Q4 2025.
  • 2,426 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.