Fortune Financial Advisors’s Visa V Stock Holding History

Fortune Financial 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	$2.69M	Buy	7,828 +1,200	+18%	+$385K	1.15%	23
2026 Q1	$2M	Buy	6,628 +186	+3%	+$59.8K	1.02%	28
2025 Q4	$2.26M	Buy	6,442 +164	+3%	+$55.9K	1.52%	20
2025 Q3	$2.14M	Buy	6,278 +66	+1%	+$22.8K	1.61%	19
2025 Q2	$2.21M	Buy	6,212 +45	+0.7%	+$15.7K	1.77%	19
2025 Q1	$2.16M	Buy	6,167 +330	+6%	+$112K	1.86%	17
2024 Q4	$1.84M	Buy	5,837 +61	+1%	+$18.3K	1.68%	19
2024 Q3	$1.59M	Sell	5,776 -1,881	-25%	-$509K	1.44%	23
2024 Q2	$2.01M	Buy	7,657 +5	+0.1%	+$1.37K	1.23%	23
2024 Q1	$2.14M	Buy	7,652 +39	+0.5%	+$10.8K	1.35%	21
2023 Q4	$1.98M	Buy	7,613 +326	+4%	+$80.4K	1.38%	24
2023 Q3	$1.68M	Buy	7,287 +46	+0.6%	+$11.1K	1.28%	25
2023 Q2	$1.72M	Buy	+7,241	New	+$1.66M	1.29%	25

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fortune Financial Advisors's V Position: Q2 2026 in Review

Fortune Financial Advisors increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $385K and bringing the position to 7,828 shares worth $2.69M. The position accounts for 1.15% of the portfolio, ranked #23.

Fortune Financial Advisors first reported a position in V in Q2 2023 and has held it in 13 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Fortune Financial Advisors held 7,828 shares of Visa worth $2.69M as of Q2 2026.
Fortune Financial Advisors bought 1,200 Visa shares in Q2 2026, an estimated $385K.
Visa made up 1.15% of Fortune Financial Advisors's portfolio in Q2 2026, its #23 holding.
Fortune Financial Advisors first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.