KW
V icon

KWB Wealth’s Visa V Stock Holding History

KWB Wealth’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 		$511K Sell
1,488
-166
-10% -$53.3K 0.04% 110
2026
Q1 		$580K Sell
1,654
-776
-32% -$250K 0.06% 90
2025
Q4 		$852K Sell
2,430
-869
-26% -$296K 0.08% 79
2025
Q3 		$1.17M Sell
3,299
-285
-8% -$98.6K 0.13% 70
2025
Q2 		$1.26M Buy
3,584
+46
+1% +$16K 0.15% 70
2025
Q1 		$1.12M Buy
3,538
+114
+3% +$38.6K 0.13% 74
2024
Q4 		$942K Buy
3,424
+592
+21% +$178K 0.12% 66
2024
Q3 		$743K Sell
2,832
-952
-25% -$257K 0.1% 67
2024
Q2 		$1.06M Sell
3,784
-65
-2% -$17.8K 0.15% 60
2024
Q1 		$1.07M Sell
3,849
-176
-4% -$48.6K 0.14% 60
2023
Q4 		$1.05M Sell
4,025
-135
-3% -$33.3K 0.15% 56
2023
Q3 		$988K Sell
4,160
-272
-6% -$65.4K 0.16% 53
2023
Q2 		$1.05M Buy
4,432
+827
+23% +$189K 0.17% 50
2023
Q1 		$749K Hold
3,605
– – 0.14% 56
2022
Q4 		$749K Buy
3,605
+4
+0.1% +$807 0.14% 53
2022
Q3 		$640K Buy
3,601
+103
+3% +$21K 0.13% 57
2022
Q2 		$689K Buy
3,498
+478
+16% +$98.8K 0.13% 53
2022
Q1 		$654K Sell
3,020
-295
-9% -$63.8K 0.11% 47
2021
Q4 		$718K Buy
3,315
+4
+0.1% +$859 0.12% 45
2021
Q3 		$738K Buy
3,311
+285
+9% +$66.8K 0.13% 46
2021
Q2 		$641K Hold
3,026
– – 0.12% 47
2021
Q1 		$641K Buy
3,026
+324
+12% +$68.2K 0.12% 47
2020
Q4 		$591K Buy
+2,702
New +$553K 0.12% 46

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth's V Position: Q2 2026 in Review

KWB Wealth reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $53.3K and leaving 1,488 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #110.

KWB Wealth first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q2 2025. 894 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KWB Wealth held 1,488 shares of Visa worth $511K as of Q2 2026.
  • KWB Wealth sold 166 Visa shares in Q2 2026, an estimated $53.3K.
  • Visa made up 0.04% of KWB Wealth's portfolio in Q2 2026, its #110 holding.
  • KWB Wealth first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Visa position peaked at $1.26M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.