MFG
V icon

Midwest Financial Group’s Visa V Stock Holding History

Midwest 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 		$1.4M Buy
4,092
+1,309
+47% +$420K 0.49% 51
2026
Q1 		$841K Buy
2,783
+198
+8% +$63.7K 0.36% 58
2025
Q4 		$907K Buy
2,585
+984
+61% +$335K 0.4% 56
2025
Q3 		$547K Sell
1,601
-108
-6% -$37.4K 0.26% 67
2025
Q2 		$607K Sell
1,709
-37
-2% -$12.9K 0.32% 62
2025
Q1 		$612K Buy
1,746
+3
+0.2% +$1.01K 0.36% 54
2024
Q4 		$551K Buy
1,743
+24
+1% +$7.22K 0.32% 63
2024
Q3 		$473K Buy
1,719
+3
+0.2% +$811 0.28% 67
2024
Q2 		$450K Buy
1,716
+3
+0.2% +$822 0.29% 71
2024
Q1 		$478K Sell
1,713
-2,197
-56% -$607K 0.32% 71
2023
Q4 		$1.02M Buy
3,910
+104
+3% +$25.6K 0.76% 34
2023
Q3 		$876K Buy
3,806
+13
+0.3% +$3.13K 0.74% 38
2023
Q2 		$901K Buy
3,793
+3
+0.1% +$687 0.76% 37
2023
Q1 		$855K Buy
+3,790
New +$844K 0.79% 36

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Midwest Financial Group increased its Visa (V) stake by 47% in Q2 2026, buying an estimated $420K and bringing the position to 4,092 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #51.

Midwest Financial Group first reported a position in V in Q1 2023 and has held it in 14 quarters since. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Midwest Financial Group held 4,092 shares of Visa worth $1.4M as of Q2 2026.
  • Midwest Financial Group bought 1,309 Visa shares in Q2 2026, an estimated $420K.
  • Visa made up 0.49% of Midwest Financial Group's portfolio in Q2 2026, its #51 holding.
  • Midwest Financial Group first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.