Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.47M Sell
27,600
-2,040
-7% -$655K 10.62% 2
2026
Q1
$8.96M Buy
29,640
+16,880
+132% +$5.43M 10.68% 3
2025
Q4
$4.48M Buy
12,760
+9,880
+343% +$3.37M 6.08% 8
2025
Q3
$983K Hold
2,880
1.54% 12
2025
Q2
$1.02M Sell
2,880
-2,900
-50% -$1.01M 1.88% 11
2025
Q1
$2.03M Sell
5,780
-24,800
-81% -$8.39M 3.59% 8
2024
Q4
$9.66M Sell
30,580
-4,124
-12% -$1.24M 12.66% 3
2024
Q3
$9.54M Sell
34,704
-1,500
-4% -$406K 9.28% 7
2024
Q2
$9.5M Sell
36,204
-809
-2% -$222K 8.83% 7
2024
Q1
$10.3M Sell
37,013
-5,813
-14% -$1.6M 8.83% 7
2023
Q4
$11.1M Hold
42,826
9.06% 5
2023
Q3
$9.85M Sell
42,826
-10,915
-20% -$2.62M 8.41% 5
2023
Q2
$12.8M Sell
53,741
-1,035
-2% -$237K 10.3% 5
2023
Q1
$12.3M Hold
54,776
10.33% 5
2022
Q4
$11.4M Sell
54,776
-7,765
-12% -$1.57M 9.85% 4
2022
Q3
$11.1M Buy
62,541
+941
+2% +$191K 8.97% 5
2022
Q2
$12.1M Buy
61,600
+10,152
+20% +$2.1M 9.14% 4
2022
Q1
$11.4M Buy
51,448
+464
+0.9% +$100K 10.04% 4
2021
Q4
$11M Buy
50,984
+25,683
+102% +$5.51M 10.47% 4
2021
Q3
$5.64M Buy
25,301
+6,912
+38% +$1.62M 6.08% 9
2021
Q2
$4.3M Sell
18,389
-235
-1% -$53.7K 4.55% 11
2021
Q1
$3.94M Buy
+18,624
New +$3.92M 4.49% 10

Other funds holding V

Mayar Capital's V Position: Q2 2026 in Review

Mayar Capital reduced its Visa (V) stake by 6.9% in Q2 2026, selling an estimated $655K and leaving 27,600 shares worth $9.47M. The position accounts for 10.62% of the portfolio, ranked #2.

Mayar Capital first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.8M in Q2 2023. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mayar Capital held 27,600 shares of Visa worth $9.47M as of Q2 2026.
  • Mayar Capital sold 2,040 Visa shares in Q2 2026, an estimated $655K.
  • Visa made up 10.62% of Mayar Capital's portfolio in Q2 2026, its #2 holding.
  • Mayar Capital first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Mayar Capital's Visa position peaked at $12.8M in Q2 2023.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.