MFG
V icon

Magnus Financial Group’s Visa V Stock Holding History

Magnus Financial Group’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 		$5.53M Buy
16,119
+522
+3% +$168K 0.39% 58
2026
Q1 		$4.71M Sell
15,597
-1,388
-8% -$446K 0.38% 54
2025
Q4 		$5.96M Buy
16,985
+1,130
+7% +$385K 0.45% 55
2025
Q3 		$5.41M Buy
15,855
+54
+0.3% +$18.7K 0.43% 54
2025
Q2 		$5.61M Buy
15,801
+279
+2% +$97.2K 0.49% 45
2025
Q1 		$5.44M Sell
15,522
-218
-1% -$73.8K 0.53% 44
2024
Q4 		$4.97M Buy
15,740
+363
+2% +$109K 0.48% 49
2024
Q3 		$4.23M Sell
15,377
-118
-0.8% -$31.9K 0.43% 50
2024
Q2 		$4.07M Buy
15,495
+581
+4% +$159K 0.46% 49
2024
Q1 		$4.16M Buy
14,914
+635
+4% +$175K 0.49% 42
2023
Q4 		$3.72M Buy
14,279
+317
+2% +$78.1K 0.49% 42
2023
Q3 		$3.21M Buy
13,962
+383
+3% +$92.1K 0.47% 41
2023
Q2 		$3.22M Buy
13,579
+405
+3% +$92.7K 0.46% 40
2023
Q1 		$2.97M Buy
13,174
+640
+5% +$142K 0.45% 43
2022
Q4 		$2.6M Buy
12,534
+435
+4% +$87.7K 0.42% 49
2022
Q3 		$2.15M Buy
12,099
+311
+3% +$63.3K 0.41% 45
2022
Q2 		$2.32M Buy
11,788
+1,452
+14% +$300K 0.43% 43
2022
Q1 		$2.29M Buy
10,336
+7,637
+283% +$1.65M 0.38% 46
2021
Q4 		$585K Buy
2,699
+77
+3% +$16.5K 0.11% 125
2021
Q3 		$584K Buy
2,622
+227
+9% +$53.2K 0.12% 114
2021
Q2 		$560K Buy
2,395
+3
+0.1% +$686 0.12% 110
2021
Q1 		$507K Sell
2,392
-3,546
-60% -$746K 0.12% 107
2020
Q4 		$1.3M Sell
5,938
-233
-4% -$47.7K 0.13% 63
2020
Q3 		$1.23M Sell
6,171
-859
-12% -$172K 0.14% 57
2020
Q2 		$1.36M Buy
7,030
+371
+6% +$67.8K 0.15% 57
2020
Q1 		$1.07M Sell
6,659
-504
-7% -$94.9K 0.15% 71
2019
Q4 		$1.35M Buy
7,163
+666
+10% +$120K 0.19% 56
2019
Q3 		$1.12M Buy
6,497
+20
+0.3% +$3.56K 0.21% 57
2019
Q2 		$1.12M Buy
6,477
+281
+5% +$46K 0.22% 59
2019
Q1 		$968K Buy
6,196
+323
+5% +$46.5K 0.2% 59
2018
Q4 		$775K Buy
+5,873
New +$811K 0.21% 56

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

Magnus Financial Group's V Position: Q2 2026 in Review

Magnus Financial Group increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $168K and bringing the position to 16,119 shares worth $5.53M. The position accounts for 0.39% of the portfolio, ranked #58.

Magnus Financial Group first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.96M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Magnus Financial Group held 16,119 shares of Visa worth $5.53M as of Q2 2026.
  • Magnus Financial Group bought 522 Visa shares in Q2 2026, an estimated $168K.
  • Visa made up 0.39% of Magnus Financial Group's portfolio in Q2 2026, its #58 holding.
  • Magnus Financial Group first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Visa position peaked at $5.96M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.