KAS
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KPP Advisory Services’s Visa V Stock Holding History

KPP Advisory Services’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 		$1.81M Sell
5,266
-70
-1% -$22.5K 0.23% 96
2026
Q1 		$1.61M Buy
5,336
+201
+4% +$64.6K 0.23% 95
2025
Q4 		$1.8M Buy
5,135
+103
+2% +$35.1K 0.26% 87
2025
Q3 		$1.72M Buy
5,032
+2
+0% +$692 0.25% 91
2025
Q2 		$1.79M Buy
5,030
+547
+12% +$191K 0.29% 76
2025
Q1 		$1.57M Buy
4,483
+195
+5% +$66K 0.3% 82
2024
Q4 		$1.36M Buy
4,288
+27
+0.6% +$8.12K 0.32% 73
2024
Q3 		$1.17M Buy
4,261
+42
+1% +$11.4K 0.28% 77
2024
Q2 		$1.11M Buy
4,219
+112
+3% +$30.7K 0.29% 76
2024
Q1 		$1.15M Buy
4,107
+221
+6% +$61K 0.31% 70
2023
Q4 		$1.01M Buy
3,886
+176
+5% +$43.4K 0.89% 26
2023
Q3 		$853K Buy
+3,710
New +$892K 0.28% 70

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

KPP Advisory Services's V Position: Q2 2026 in Review

KPP Advisory Services reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $22.5K and leaving 5,266 shares worth $1.81M. The position accounts for 0.23% of the portfolio, ranked #96.

KPP Advisory Services first reported a position in V in Q3 2023 and has held it in 12 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KPP Advisory Services held 5,266 shares of Visa worth $1.81M as of Q2 2026.
  • KPP Advisory Services sold 70 Visa shares in Q2 2026, an estimated $22.5K.
  • Visa made up 0.23% of KPP Advisory Services's portfolio in Q2 2026, its #96 holding.
  • KPP Advisory Services first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.