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Forum Financial Management’s Visa V Stock Holding History

Forum Financial Management’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 		$1.22M Buy
3,547
+105
+3% +$33.7K 0.02% 122
2026
Q1 		$1.04M Sell
3,442
-8,279
-71% -$2.66M 0.01% 119
2025
Q4 		$4.11M Sell
11,721
-278
-2% -$94.7K 0.05% 76
2025
Q3 		$4.1M Buy
11,999
+512
+4% +$177K 0.06% 71
2025
Q2 		$4.08M Buy
11,487
+2,096
+22% +$731K 0.06% 67
2025
Q1 		$3.29M Sell
9,391
-656
-7% -$222K 0.05% 75
2024
Q4 		$3.18M Buy
10,047
+1,208
+14% +$363K 0.05% 77
2024
Q3 		$2.43M Buy
8,839
+204
+2% +$55.2K 0.04% 87
2024
Q2 		$2.27M Sell
8,635
-3,771
-30% -$1.03M 0.04% 85
2024
Q1 		$3.46M Sell
12,406
-62
-0.5% -$17.1K 0.06% 73
2023
Q4 		$3.25M Buy
12,468
+392
+3% +$96.6K 0.06% 62
2023
Q3 		$2.78M Buy
12,076
+208
+2% +$50K 0.06% 63
2023
Q2 		$2.82M Sell
11,868
-285
-2% -$65.2K 0.06% 61
2023
Q1 		$2.74M Sell
12,153
-849
-7% -$189K 0.08% 61
2022
Q4 		$2.7M Buy
13,002
+179
+1% +$36.1K 0.09% 56
2022
Q3 		$2.28M Sell
12,823
-231
-2% -$47K 0.11% 55
2022
Q2 		$2.57M Sell
13,054
-263
-2% -$54.4K 0.13% 49
2022
Q1 		$2.95M Sell
13,317
-271
-2% -$58.6K 0.14% 43
2021
Q4 		$2.94M Buy
+13,588
New +$2.92M 0.15% 41

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

Forum Financial Management's V Position: Q2 2026 in Review

Forum Financial Management increased its Visa (V) stake by 3.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 3,547 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #122.

Forum Financial Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11M in Q4 2025. 2,282 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Forum Financial Management held 3,547 shares of Visa worth $1.22M as of Q2 2026.
  • Forum Financial Management bought 105 Visa shares in Q2 2026, an estimated $33.7K.
  • Visa made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #122 holding.
  • Forum Financial Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Visa position peaked at $4.11M in Q4 2025.
  • 2,282 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.