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J. Derek Lewis & Associates’s Visa V Stock Holding History

J. Derek Lewis & Associates’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 		$672K Sell
1,960
-30
-2% -$9.63K 0.13% 94
2026
Q1 		$601K Sell
1,990
-466
-19% -$150K 0.14% 94
2025
Q4 		$861K Buy
+2,456
New +$837K 0.2% 66

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

J. Derek Lewis & Associates's V Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $9.63K and leaving 1,960 shares worth $672K. The position accounts for 0.13% of the portfolio, ranked #94.

J. Derek Lewis & Associates first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $861K in Q4 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • J. Derek Lewis & Associates held 1,960 shares of Visa worth $672K as of Q2 2026.
  • J. Derek Lewis & Associates sold 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.13% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #94 holding.
  • J. Derek Lewis & Associates first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Visa position peaked at $861K in Q4 2025.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.