JM2 Capital’s Visa V Stock Holding History

JM2 Capital’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 Q3	$2.75M	Sell	7,644 -5	-0.1%	-$1.83K	1.82%	13
2026 Q2	$2.62M	Sell	7,649 -101	-1%	-$32.4K	1.8%	14
2026 Q1	$2.34M	Sell	7,750 -24	-0.3%	-$7.72K	1.94%	12
2025 Q4	$2.73M	Buy	+7,774	New	+$2.65M	2.19%	11

Other funds holding V

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

JM2 Capital's V Position: Q3 2026 in Review

JM2 Capital reduced its Visa (V) stake by 0.07% in Q3 2026, selling an estimated $1.83K and leaving 7,644 shares worth $2.75M. The position accounts for 1.82% of the portfolio, ranked #13.

JM2 Capital first reported a position in V in Q4 2025 and has held it in 4 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

JM2 Capital held 7,644 shares of Visa worth $2.75M as of Q3 2026.
JM2 Capital sold 5 Visa shares in Q3 2026, an estimated $1.83K.
Visa made up 1.82% of JM2 Capital's portfolio in Q3 2026, its #13 holding.
JM2 Capital first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.