KPWG
V icon

KFA Private Wealth Group’s Visa V Stock Holding History

KFA Private Wealth Group’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 		$416K Sell
1,211
-898
-43% -$288K 0.1% 94
2026
Q1 		$638K Buy
2,109
+1
+0% +$322 0.15% 71
2025
Q4 		$739K Buy
2,108
+720
+52% +$245K 0.18% 59
2025
Q3 		$474K Hold
1,388
– – 0.14% 73
2025
Q2 		$493K Sell
1,388
-1
-0.1% -$349 0.15% 73
2025
Q1 		$487K Buy
1,389
+174
+14% +$58.9K 0.17% 63
2024
Q4 		$384K Buy
1,215
+13
+1% +$3.91K 0.16% 59
2024
Q3 		$331K Hold
1,202
– – 0.16% 60
2024
Q2 		$316K Sell
1,202
-733
-38% -$201K 0.16% 60
2024
Q1 		$540K Buy
1,935
+83
+4% +$22.9K 0.17% 56
2023
Q4 		$482K Buy
1,852
+480
+35% +$118K 0.17% 49
2023
Q3 		$316K Buy
1,372
+35
+3% +$8.41K 0.13% 64
2023
Q2 		$318K Sell
1,337
-50
-4% -$11.4K 0.13% 58
2023
Q1 		$313K Buy
1,387
+2
+0.1% +$445 0.14% 58
2022
Q4 		$288K Sell
1,385
-5
-0.4% -$1.01K 0.15% 53
2022
Q3 		$247K Buy
1,390
+1
+0.1% +$203 0.13% 58
2022
Q2 		$273K Buy
1,389
+2
+0.1% +$413 0.15% 54
2022
Q1 		$308K Sell
1,387
-2
-0.1% -$433 0.15% 59
2021
Q4 		$301K Buy
1,389
+2
+0.1% +$429 0.15% 57
2021
Q3 		$309K Buy
1,387
+1
+0.1% +$234 0.17% 56
2021
Q2 		$324K Buy
1,386
+15
+1% +$3.43K 0.18% 52
2021
Q1 		$290K Buy
1,371
+279
+26% +$58.7K 0.17% 61
2020
Q4 		$239K Buy
+1,092
New +$223K 0.15% 60

Other funds holding V

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
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 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

KFA Private Wealth Group's V Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Visa (V) stake by 43% in Q2 2026, selling an estimated $288K and leaving 1,211 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #94.

KFA Private Wealth Group first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $739K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KFA Private Wealth Group held 1,211 shares of Visa worth $416K as of Q2 2026.
  • KFA Private Wealth Group sold 898 Visa shares in Q2 2026, an estimated $288K.
  • Visa made up 0.1% of KFA Private Wealth Group's portfolio in Q2 2026, its #94 holding.
  • KFA Private Wealth Group first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • KFA Private Wealth Group's Visa position peaked at $739K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.