MFG
V icon

Merit Financial Group’s Visa V Stock Holding History

Merit 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 		$33M Buy
96,047
+4,589
+5% +$1.47M 0.2% 88
2026
Q1 		$27.6M Buy
91,458
+2,435
+3% +$783K 0.21% 82
2025
Q4 		$31.2M Buy
89,023
+7,737
+10% +$2.64M 0.25% 73
2025
Q3 		$27.7M Sell
81,286
-1,553
-2% -$537K 0.25% 76
2025
Q2 		$29.4M Buy
82,839
+23,809
+40% +$8.3M 0.33% 56
2025
Q1 		$20.7M Buy
59,030
+6,909
+13% +$2.34M 0.31% 60
2024
Q4 		$16.5M Buy
52,121
+12,636
+32% +$3.8M 0.3% 64
2024
Q3 		$10.9M Sell
39,485
-5,562
-12% -$1.5M 0.24% 68
2024
Q2 		$11.8M Buy
45,047
+1,921
+4% +$527K 0.26% 69
2024
Q1 		$11.6M Buy
43,126
+20,946
+94% +$5.78M 0.28% 60
2023
Q4 		$5.77M Sell
22,180
-10,500
-32% -$2.59M 0.18% 84
2023
Q3 		$7.52M Buy
32,680
+3,032
+10% +$729K 0.25% 67
2023
Q2 		$7.04M Buy
29,648
+2,580
+10% +$590K 0.23% 68
2023
Q1 		$6.1M Buy
27,068
+1,220
+5% +$272K 0.22% 72
2022
Q4 		$5.37M Buy
25,848
+5,804
+29% +$1.17M 0.19% 76
2022
Q3 		$3.56M Sell
20,044
-5,769
-22% -$1.17M 0.15% 88
2022
Q2 		$5.08M Buy
25,813
+14,578
+130% +$3.01M 0.16% 88
2022
Q1 		$2.49M Buy
11,235
+3,123
+38% +$675K 0.15% 93
2021
Q4 		$1.76M Buy
8,112
+130
+2% +$27.9K 0.17% 64
2021
Q3 		$1.78M Buy
7,982
+70
+0.9% +$16.4K 0.19% 59
2021
Q2 		$1.85M Buy
7,912
+561
+8% +$128K 0.17% 61
2021
Q1 		$1.56M Sell
7,351
-351
-5% -$73.9K 0.16% 62
2020
Q4 		$1.69M Buy
7,702
+82
+1% +$16.8K 0.16% 57
2020
Q3 		$1.52M Buy
7,620
+66
+0.9% +$13.2K 0.14% 60
2020
Q2 		$1.46M Buy
7,554
+254
+3% +$46.4K 0.15% 61
2020
Q1 		$1.18M Buy
7,300
+361
+5% +$68K 0.13% 64
2019
Q4 		$1.3M Buy
6,939
+3,001
+76% +$541K 0.12% 72
2019
Q3 		$677K Buy
3,938
+429
+12% +$76.4K 0.07% 65
2019
Q2 		$609K Buy
3,509
+151
+4% +$24.7K 0.07% 49
2019
Q1 		$524K Buy
+3,358
New +$484K 0.06% 56

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

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

Merit Financial Group increased its Visa (V) stake by 5% in Q2 2026, buying an estimated $1.47M and bringing the position to 96,047 shares worth $33M. The position accounts for 0.2% of the portfolio, ranked #88.

Merit Financial Group first reported a position in V in Q1 2019 and has held it in 30 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Merit Financial Group held 96,047 shares of Visa worth $33M as of Q2 2026.
  • Merit Financial Group bought 4,589 Visa shares in Q2 2026, an estimated $1.47M.
  • Visa made up 0.2% of Merit Financial Group's portfolio in Q2 2026, its #88 holding.
  • Merit Financial Group first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.