JBR Co Financial Management’s Visa V Stock Holding History

JBR Co 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	$379K	Sell	1,104 -297	-21%	-$95.3K	0.14%	102
2026 Q1	$491K	Hold	1,401	–	–	0.21%	79
2025 Q4	$491K	Hold	1,401	–	–	0.21%	79
2025 Q3	$478K	Hold	1,401	–	–	0.2%	78
2025 Q2	$497K	Hold	1,401	–	–	0.25%	73
2025 Q1	$491K	Sell	1,401 -300	-18%	-$102K	0.29%	66
2024 Q4	$538K	Sell	1,701 -10	-0.6%	-$3.01K	0.33%	63
2024 Q3	$470K	Sell	1,711 -52	-3%	-$14.1K	0.31%	66
2024 Q2	$463K	Buy	1,763 +180	+11%	+$49.3K	0.33%	64
2024 Q1	$442K	Buy	1,583 +57	+4%	+$15.7K	0.35%	61
2023 Q4	$397K	Buy	+1,526	New	+$376K	0.37%	58

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JBR Co Financial Management's V Position: Q2 2026 in Review

JBR Co Financial Management reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $95.3K and leaving 1,104 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #102.

JBR Co Financial Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $538K in Q4 2024. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

JBR Co Financial Management held 1,104 shares of Visa worth $379K as of Q2 2026.
JBR Co Financial Management sold 297 Visa shares in Q2 2026, an estimated $95.3K.
Visa made up 0.14% of JBR Co Financial Management's portfolio in Q2 2026, its #102 holding.
JBR Co Financial Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Visa position peaked at $538K in Q4 2024.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.