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Kaizen Financial Strategies’s Visa V Stock Holding History

Kaizen Financial Strategies’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 		$776K Sell
2,209
-65
-3% -$20.9K 0.25% 63
2026
Q1 		$717K Sell
2,274
-426
-16% -$137K 0.3% 65
2025
Q4 		$947K Sell
2,700
-177
-6% -$60.3K 0.42% 40
2025
Q3 		$970K Buy
2,877
+13
+0.5% +$4.5K 0.44% 37
2025
Q2 		$1.02M Buy
2,864
+167
+6% +$58.2K 0.52% 36
2025
Q1 		$945K Buy
2,697
+12
+0.4% +$4.06K 0.55% 32
2024
Q4 		$849K Buy
2,685
+5
+0.2% +$1.5K 0.48% 34
2024
Q3 		$737K Sell
2,680
-99
-4% -$26.8K 0.43% 43
2024
Q2 		$731K Buy
2,779
+205
+8% +$56.2K 0.46% 38
2024
Q1 		$718K Sell
2,574
-302
-11% -$83.4K 0.49% 37
2023
Q4 		$749K Buy
2,876
+3
+0.1% +$739 0.57% 33
2023
Q3 		$661K Buy
2,873
+1
+0% +$240 0.56% 35
2023
Q2 		$696K Sell
2,872
-8
-0.3% -$1.83K 0.6% 32
2023
Q1 		$649K Sell
2,880
-159
-5% -$35.4K 0.64% 34
2022
Q4 		$678K Sell
3,039
-627
-17% -$126K 0.67% 43
2022
Q3 		$651K Sell
3,666
-10
-0.3% -$2.04K 0.66% 40
2022
Q2 		$724K Sell
3,676
-346
-9% -$71.5K 0.71% 35
2022
Q1 		$892K Sell
4,022
-113
-3% -$24.4K 0.7% 34
2021
Q4 		$896K Buy
4,135
+102
+3% +$21.9K 0.67% 41
2021
Q3 		$898K Buy
+4,033
New +$946K 0.72% 44
2021
Q1 		$1.01M Buy
4,784
+8
+0.2% +$1.68K 0.97% 32
2020
Q4 		$1.04M Buy
+4,776
New +$977K 1.16% 14

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kaizen Financial Strategies's V Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Visa (V) stake by 2.9% in Q2 2026, selling an estimated $20.9K and leaving 2,209 shares worth $776K. The position accounts for 0.25% of the portfolio, ranked #63.

Kaizen Financial Strategies first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2020. 2,079 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kaizen Financial Strategies held 2,209 shares of Visa worth $776K as of Q2 2026.
  • Kaizen Financial Strategies sold 65 Visa shares in Q2 2026, an estimated $20.9K.
  • Visa made up 0.25% of Kaizen Financial Strategies's portfolio in Q2 2026, its #63 holding.
  • Kaizen Financial Strategies first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Visa position peaked at $1.04M in Q4 2020.
  • 2,079 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.