JC
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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JM2 Capital's V Position: Q2 2026 in Review

JM2 Capital reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $32.4K and leaving 7,649 shares worth $2.62M. The position accounts for 1.8% of the portfolio, ranked #14.

JM2 Capital first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2025. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JM2 Capital held 7,649 shares of Visa worth $2.62M as of Q2 2026.
  • JM2 Capital sold 101 Visa shares in Q2 2026, an estimated $32.4K.
  • Visa made up 1.8% of JM2 Capital's portfolio in Q2 2026, its #14 holding.
  • JM2 Capital first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Visa position peaked at $2.73M in Q4 2025.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.