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Fortem Financial Group’s Visa V Stock Holding History

Fortem Financial Group’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 		$377K Sell
1,098
-139
-11% -$44.6K 0.08% 142
2026
Q1 		$374K Buy
1,237
+1
+0.1% +$322 0.09% 136
2025
Q4 		$433K Sell
1,236
-14
-1% -$4.77K 0.12% 122
2025
Q3 		$427K Sell
1,250
-265
-17% -$91.7K 0.12% 116
2025
Q2 		$538K Buy
1,515
+30
+2% +$10.5K 0.17% 109
2025
Q1 		$521K Buy
1,485
+17
+1% +$5.75K 0.2% 120
2024
Q4 		$464K Hold
1,468
– – 0.18% 122
2024
Q3 		$404K Buy
1,468
+19
+1% +$5.14K 0.16% 129
2024
Q2 		$380K Sell
1,449
-220
-13% -$60.3K 0.16% 126
2024
Q1 		$466K Buy
1,669
+200
+14% +$55.2K 0.2% 118
2023
Q4 		$383K Buy
1,469
+226
+18% +$55.7K 0.19% 125
2023
Q3 		$286K Buy
1,243
+257
+26% +$61.8K 0.17% 136
2023
Q2 		$234K Buy
+986
New +$226K 0.14% 143
2022
Q2 		– Sell
-1,004
Closed -$223K – 207
2022
Q1 		$223K Buy
+1,004
New +$217K 0.1% 157
2021
Q1 		– Sell
-638
Closed -$140K – 424
2020
Q4 		$140K Buy
+638
New +$131K 0.08% 169
2020
Q1 		– Sell
-1,369
Closed -$257K – 145
2019
Q4 		$257K Sell
1,369
-353
-20% -$63.6K 0.19% 98
2019
Q3 		$296K Sell
1,722
-87
-5% -$15.5K 0.25% 86
2019
Q2 		$314K Hold
1,809
– – 0.32% 68
2019
Q1 		$283K Buy
1,809
+152
+9% +$21.9K 0.29% 72
2018
Q4 		$219K Buy
+1,657
New +$229K 0.26% 88

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fortem Financial Group's V Position: Q2 2026 in Review

Fortem Financial Group reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $44.6K and leaving 1,098 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #142.

Fortem Financial Group first reported a position in V in Q4 2018 and has held it in 20 quarters since. The position peaked at $538K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fortem Financial Group held 1,098 shares of Visa worth $377K as of Q2 2026.
  • Fortem Financial Group sold 139 Visa shares in Q2 2026, an estimated $44.6K.
  • Visa made up 0.08% of Fortem Financial Group's portfolio in Q2 2026, its #142 holding.
  • Fortem Financial Group first reported a position in Visa in Q4 2018 and has held it in 20 quarters since.
  • Fortem Financial Group's Visa position peaked at $538K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.