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Lauterbach Financial Advisors’s Visa V Stock Holding History

Lauterbach Financial 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 		$230K Hold
671
– – 0.1% 79
2026
Q1 		$203K Hold
671
– – 0.1% 78
2025
Q4 		$235K Buy
671
+75
+13% +$25.6K 0.12% 74
2025
Q3 		$203K Hold
596
– – 0.1% 81
2025
Q2 		$212K Hold
596
– – 0.12% 75
2025
Q1 		$209K Sell
596
-106
-15% -$35.9K 0.13% 70
2024
Q4 		$222K Buy
+702
New +$211K 0.13% 67

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

Lauterbach Financial Advisors's V Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Visa (V) position steady in Q2 2026 at 671 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #79.

Lauterbach Financial Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $235K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lauterbach Financial Advisors held 671 shares of Visa worth $230K as of Q2 2026.
  • Lauterbach Financial Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.1% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Lauterbach Financial Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Lauterbach Financial Advisors's Visa position peaked at $235K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.