IF
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Intrua Financial’s Visa V Stock Holding History

Intrua Financial’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 		$975K Buy
2,841
+1
+0% +$321 0.09% 165
2026
Q1 		$858K Sell
2,840
-4
-0.1% -$1.29K 0.09% 179
2025
Q4 		$997K Sell
2,844
-501
-15% -$171K 0.11% 152
2025
Q3 		$1.14M Buy
3,345
+598
+22% +$207K 0.12% 134
2025
Q2 		$975K Sell
2,747
-96
-3% -$33.5K 0.13% 112
2025
Q1 		$996K Sell
2,843
-99
-3% -$33.5K 0.15% 112
2024
Q4 		$930K Sell
2,942
-1,637
-36% -$492K 0.14% 116
2024
Q3 		$1.26M Buy
4,579
+1,071
+31% +$290K 0.19% 100
2024
Q2 		$921K Buy
3,508
+55
+2% +$15.1K 0.14% 129
2024
Q1 		$964K Sell
3,453
-163
-5% -$45K 0.14% 145
2023
Q4 		$941K Sell
3,616
-19
-0.5% -$4.68K 0.14% 146
2023
Q3 		$836K Sell
3,635
-177
-5% -$42.5K 0.14% 136
2023
Q2 		$905K Buy
3,812
+507
+15% +$116K 0.15% 128
2023
Q1 		$765K Sell
3,305
-420
-11% -$93.5K 0.16% 134
2022
Q4 		$821K Buy
3,725
+542
+17% +$109K 0.19% 128
2022
Q3 		$565K Sell
3,183
-4,154
-57% -$845K 0.15% 147
2022
Q2 		$1.45M Sell
7,337
-399
-5% -$82.5K 0.31% 72
2022
Q1 		$1.72M Buy
7,736
+77
+1% +$16.7K 0.31% 66
2021
Q4 		$1.66M Sell
7,659
-270
-3% -$58K 0.29% 75
2021
Q3 		$1.71M Buy
7,929
+627
+9% +$147K 0.32% 66
2021
Q2 		$1.72M Buy
7,302
+190
+3% +$43.4K 0.41% 50
2021
Q1 		$1.64M Buy
7,112
+1,169
+20% +$246K 0.42% 50
2020
Q4 		$1.3M Buy
5,943
+1,056
+22% +$216K 0.58% 34
2020
Q3 		$1.03M Sell
4,887
-532
-10% -$106K 0.5% 42
2020
Q2 		$1.07M Buy
+5,419
New +$990K 0.41% 54

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

Intrua Financial's V Position: Q2 2026 in Review

Intrua Financial increased its Visa (V) stake by 0.04% in Q2 2026, buying an estimated $321 and bringing the position to 2,841 shares worth $975K. The position accounts for 0.09% of the portfolio, ranked #165.

Intrua Financial first reported a position in V in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.72M in Q1 2022. 2,243 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Intrua Financial held 2,841 shares of Visa worth $975K as of Q2 2026.
  • Intrua Financial bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.09% of Intrua Financial's portfolio in Q2 2026, its #165 holding.
  • Intrua Financial first reported a position in Visa in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Visa position peaked at $1.72M in Q1 2022.
  • 2,243 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.