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FOCUS Wealth Advisors’s Visa V Stock Holding History

FOCUS Wealth 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 		$2.54M Buy
7,396
+69
+0.9% +$22.2K 1.18% 24
2026
Q1 		$2.21M Sell
7,327
-383
-5% -$123K 1.08% 26
2025
Q4 		$2.7M Buy
7,710
+31
+0.4% +$10.6K 1.26% 25
2025
Q3 		$2.62M Buy
7,679
+23
+0.3% +$7.96K 1.26% 25
2025
Q2 		$2.72M Sell
7,656
-22
-0.3% -$7.67K 1.41% 23
2025
Q1 		$2.69M Sell
7,678
-130
-2% -$44K 1.49% 18
2024
Q4 		$2.47M Sell
7,808
-21
-0.3% -$6.32K 1.31% 24
2024
Q3 		$2.15M Sell
7,829
-37
-0.5% -$10K 1.07% 26
2024
Q2 		$2.06M Buy
7,866
+423
+6% +$116K 1.06% 25
2024
Q1 		$2.08M Buy
7,443
+448
+6% +$124K 1.11% 26
2023
Q4 		$1.82M Buy
6,995
+143
+2% +$35.2K 1.15% 23
2023
Q3 		$1.58M Buy
6,852
+195
+3% +$46.9K 1.09% 24
2023
Q2 		$1.58M Sell
6,657
-491
-7% -$112K 1.07% 25
2023
Q1 		$1.61M Buy
7,148
+285
+4% +$63.4K 1.06% 26
2022
Q4 		$1.43M Sell
6,863
-38
-0.6% -$7.66K 0.99% 30
2022
Q3 		$1.23M Sell
6,901
-40
-0.6% -$8.14K 0.87% 32
2022
Q2 		$1.37M Buy
6,941
+150
+2% +$31K 0.94% 27
2022
Q1 		$1.51M Buy
6,791
+78
+1% +$16.9K 0.9% 28
2021
Q4 		$1.46M Buy
6,713
+485
+8% +$104K 0.87% 26
2021
Q3 		$1.39M Buy
6,228
+268
+4% +$62.8K 0.94% 26
2021
Q2 		$1.39M Buy
5,960
+292
+5% +$66.8K 0.97% 26
2021
Q1 		$1.23M Sell
5,668
-28
-0.5% -$5.89K 0.91% 27
2020
Q4 		$1.25M Buy
+5,696
New +$1.17M 0.96% 25

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

FOCUS Wealth Advisors's V Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its Visa (V) stake by 0.94% in Q2 2026, buying an estimated $22.2K and bringing the position to 7,396 shares worth $2.54M. The position accounts for 1.18% of the portfolio, ranked #24.

FOCUS Wealth Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • FOCUS Wealth Advisors held 7,396 shares of Visa worth $2.54M as of Q2 2026.
  • FOCUS Wealth Advisors bought 69 Visa shares in Q2 2026, an estimated $22.2K.
  • Visa made up 1.18% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • FOCUS Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's Visa position peaked at $2.72M in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.