PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Visa V Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$700K	Buy	2,040 +1,188	+139%	+$381K	0.19%	82
2026 Q1	$258K	Sell	852 -174	-17%	-$56K	0.08%	143
2025 Q4	$360K	Buy	1,026 +194	+23%	+$66.1K	0.11%	120
2025 Q3	$284K	Sell	832 -18	-2%	-$6.23K	0.09%	124
2025 Q2	$302K	Buy	850 +139	+20%	+$48.4K	0.1%	111
2025 Q1	$249K	Buy	711 +101	+17%	+$34.2K	0.09%	121
2024 Q4	$193K	Buy	610 +7	+1%	+$2.1K	0.08%	135
2024 Q3	$166K	Sell	603 -394	-40%	-$107K	0.09%	104
2024 Q2	$262K	Hold	997	–	–	0.15%	80
2024 Q1	$278K	Buy	997 +497	+99%	+$137K	0.18%	79
2023 Q4	$130K	Buy	500 +440	+733%	+$108K	0.08%	125
2023 Q3	$13.8K	Sell	60 -1,892	-97%	-$455K	0.01%	199
2023 Q2	$14.2K	Buy	+1,952	New	+$447K	0.01%	200

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s V Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Visa (V) stake by 139% in Q2 2026, buying an estimated $381K and bringing the position to 2,040 shares worth $700K. The position accounts for 0.19% of the portfolio, ranked #82.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in V in Q2 2023 and has held it in 13 quarters since. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,040 shares of Visa worth $700K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,188 Visa shares in Q2 2026, an estimated $381K.
Visa made up 0.19% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #82 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.