MFPI
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Midwest Financial Partners Investments’s Visa V Stock Holding History

Midwest Financial Partners Investments’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 		$399K Sell
1,164
-3
-0.3% -$963 0.17% 58
2026
Q1 		$353K Hold
1,167
– – 0.19% 58
2025
Q4 		$409K Buy
+1,167
New +$398K 0.23% 53

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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Midwest Financial Partners Investments's V Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its Visa (V) stake by 0.26% in Q2 2026, selling an estimated $963 and leaving 1,164 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #58.

Midwest Financial Partners Investments first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $409K in Q4 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Midwest Financial Partners Investments held 1,164 shares of Visa worth $399K as of Q2 2026.
  • Midwest Financial Partners Investments sold 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 0.17% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #58 holding.
  • Midwest Financial Partners Investments first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's Visa position peaked at $409K in Q4 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.