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Golden State Wealth Management’s Visa V Stock Holding History

Golden State Wealth 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 		$2.57M Sell
7,479
-117
-2% -$37.6K 0.23% 98
2026
Q1 		$2.3M Buy
7,596
+70
+0.9% +$22.5K 0.25% 81
2025
Q4 		$2.64M Sell
7,526
-68
-0.9% -$23.2K 0.28% 70
2025
Q3 		$2.59M Buy
7,594
+63
+0.8% +$21.8K 0.29% 67
2025
Q2 		$2.67M Sell
7,531
-134
-2% -$46.7K 0.33% 60
2025
Q1 		$2.69M Sell
7,665
-39
-0.5% -$13.2K 0.4% 55
2024
Q4 		$2.43M Buy
+7,704
New +$2.32M 0.36% 59
2022
Q1 		$1.91M Sell
8,613
-3,688
-30% -$798K 0.37% 51
2021
Q4 		$2.67M Buy
12,301
+3,570
+41% +$766K 0.46% 41
2021
Q3 		$1.95M Sell
8,731
-3
-0% -$703 0.42% 44
2021
Q2 		$2.04M Buy
8,734
+1,937
+28% +$443K 0.45% 42
2021
Q1 		$1.44M Sell
6,797
-3,589
-35% -$755K 0.47% 38
2020
Q4 		$2.27M Buy
10,386
+1,491
+17% +$305K 0.66% 30
2020
Q3 		$1.57M Sell
8,895
-1,457
-14% -$291K 0.53% 35
2020
Q2 		$2M Buy
10,352
+2,022
+24% +$369K 0.64% 25
2020
Q1 		$1.34M Buy
+8,330
New +$1.57M 0.59% 32
2019
Q4 		– Sell
-8,248
Closed -$1.42M – 894
2019
Q3 		$1.42M Buy
8,248
+189
+2% +$33.7K 0.47% 42
2019
Q2 		$1.4M Buy
8,059
+1,674
+26% +$274K 0.44% 48
2019
Q1 		$997K Buy
+6,385
New +$920K 0.33% 61

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

Golden State Wealth Management's V Position: Q2 2026 in Review

Golden State Wealth Management reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $37.6K and leaving 7,479 shares worth $2.57M. The position accounts for 0.23% of the portfolio, ranked #98.

Golden State Wealth Management first reported a position in V in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.69M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Golden State Wealth Management held 7,479 shares of Visa worth $2.57M as of Q2 2026.
  • Golden State Wealth Management sold 117 Visa shares in Q2 2026, an estimated $37.6K.
  • Visa made up 0.23% of Golden State Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Golden State Wealth Management first reported a position in Visa in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Visa position peaked at $2.69M in Q1 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.