MW
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MBL Wealth’s Visa V Stock Holding History

MBL 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 		$2.41M Sell
7,030
-148
-2% -$47.5K 0.16% 80
2026
Q1 		$2.17M Sell
7,178
-105
-1% -$33.8K 0.16% 80
2025
Q4 		$2.55M Buy
7,283
+2,003
+38% +$682K 0.2% 72
2025
Q3 		$1.8M Buy
5,280
+233
+5% +$80.6K 0.16% 80
2025
Q2 		$1.79M Sell
5,047
-114
-2% -$39.7K 0.17% 77
2025
Q1 		$1.81M Sell
5,161
-262
-5% -$88.7K 0.18% 70
2024
Q4 		$1.71M Sell
5,423
-434
-7% -$131K 0.17% 72
2024
Q3 		$1.61M Buy
5,857
+145
+3% +$39.2K 0.17% 71
2024
Q2 		$1.5M Sell
5,712
-216
-4% -$59.2K 0.17% 69
2024
Q1 		$1.65M Sell
5,928
-536
-8% -$148K 0.19% 61
2023
Q4 		$1.68M Sell
6,464
-1,223
-16% -$301K 0.21% 58
2023
Q3 		$1.77M Buy
7,687
+214
+3% +$51.4K 0.25% 49
2023
Q2 		$1.77M Buy
7,473
+65
+0.9% +$14.9K 0.25% 49
2023
Q1 		$1.67M Buy
7,408
+2,990
+68% +$666K 0.26% 50
2022
Q4 		$918K Buy
4,418
+242
+6% +$48.8K 0.18% 69
2022
Q3 		$742K Buy
4,176
+229
+6% +$46.6K 0.16% 73
2022
Q2 		$777K Sell
3,947
-616
-13% -$127K 0.19% 70
2022
Q1 		$1.01M Buy
+4,563
New +$987K 0.25% 61
2021
Q1 		$702K Buy
3,318
+572
+21% +$120K 0.24% 62
2020
Q4 		$601K Buy
+2,746
New +$562K 0.24% 63

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

MBL Wealth's V Position: Q2 2026 in Review

MBL Wealth reduced its Visa (V) stake by 2.1% in Q2 2026, selling an estimated $47.5K and leaving 7,030 shares worth $2.41M. The position accounts for 0.16% of the portfolio, ranked #80.

MBL Wealth first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.55M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MBL Wealth held 7,030 shares of Visa worth $2.41M as of Q2 2026.
  • MBL Wealth sold 148 Visa shares in Q2 2026, an estimated $47.5K.
  • Visa made up 0.16% of MBL Wealth's portfolio in Q2 2026, its #80 holding.
  • MBL Wealth first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Visa position peaked at $2.55M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.