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Kingswood Wealth Advisors’s Visa V Stock Holding History

Kingswood Wealth Advisors’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 		$6.29M Buy
18,319
+395
+2% +$127K 0.25% 94
2026
Q1 		$5.42M Buy
17,924
+194
+1% +$62.4K 0.26% 88
2025
Q4 		$6.22M Buy
17,730
+3,182
+22% +$1.08M 0.3% 75
2025
Q3 		$4.97M Sell
14,548
-196
-1% -$67.8K 0.3% 79
2025
Q2 		$5.23M Buy
14,744
+5
+0% +$1.74K 0.41% 41
2025
Q1 		$5.16M Sell
14,739
-973
-6% -$329K 0.47% 36
2024
Q4 		$4.97M Sell
15,712
-14,712
-48% -$4.42M 0.37% 48
2024
Q3 		$8.37M Buy
30,424
+2,899
+11% +$784K 0.6% 26
2024
Q2 		$7.22M Buy
27,525
+1,942
+8% +$532K 0.65% 19
2024
Q1 		$7.14M Sell
25,583
-1,044
-4% -$288K 0.82% 15
2023
Q4 		$6.93M Buy
26,627
+22,752
+587% +$5.61M 0.79% 15
2023
Q3 		$6.46M Sell
3,875
-4,114
-51% -$989K 1.1% 13
2023
Q2 		$1.9M Buy
+7,989
New +$1.83M 0.6% 42

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

Kingswood Wealth Advisors's V Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Visa (V) stake by 2.2% in Q2 2026, buying an estimated $127K and bringing the position to 18,319 shares worth $6.29M. The position accounts for 0.25% of the portfolio, ranked #94.

Kingswood Wealth Advisors first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.37M in Q3 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kingswood Wealth Advisors held 18,319 shares of Visa worth $6.29M as of Q2 2026.
  • Kingswood Wealth Advisors bought 395 Visa shares in Q2 2026, an estimated $127K.
  • Visa made up 0.25% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Kingswood Wealth Advisors first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Visa position peaked at $8.37M in Q3 2024.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.