KWM
V icon

Kingsman Wealth Management’s Visa V Stock Holding History

Kingsman Wealth 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 		$652K Sell
1,900
-280
-13% -$89.9K 0.31% 43
2026
Q1 		$659K Sell
2,180
-575
-21% -$185K 0.37% 37
2025
Q4 		$966K Buy
2,755
+412
+18% +$140K 0.52% 27
2025
Q3 		$800K Sell
2,343
-7,508
-76% -$2.6M 0.45% 37
2025
Q2 		$3.5M Buy
9,851
+4,330
+78% +$1.51M 2.18% 13
2025
Q1 		$1.93M Buy
+5,521
New +$1.87M 1.41% 18

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kingsman Wealth Management's V Position: Q2 2026 in Review

Kingsman Wealth Management reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $89.9K and leaving 1,900 shares worth $652K. The position accounts for 0.31% of the portfolio, ranked #43.

Kingsman Wealth Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.5M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kingsman Wealth Management held 1,900 shares of Visa worth $652K as of Q2 2026.
  • Kingsman Wealth Management sold 280 Visa shares in Q2 2026, an estimated $89.9K.
  • Visa made up 0.31% of Kingsman Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Kingsman Wealth Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Kingsman Wealth Management's Visa position peaked at $3.5M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.