MFS
V icon

Miller Financial Services’s Visa V Stock Holding History

Miller Financial Services’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 		$1.43M Sell
4,174
-10
-0.2% -$3.21K 1.15% 21
2026
Q1 		$1.26M Sell
4,184
-15
-0.4% -$4.82K 1.38% 18
2025
Q4 		$1.47M Sell
4,199
-605
-13% -$206K 1.73% 14
2025
Q3 		$1.64M Hold
4,804
– – 1.9% 12
2025
Q2 		$1.71M Sell
4,804
-89
-2% -$31K 2.17% 9
2025
Q1 		$1.71M Sell
4,893
-122
-2% -$41.3K 2.46% 8
2024
Q4 		$1.59M Buy
+5,015
New +$1.51M 1.34% 19

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Miller Financial Services's V Position: Q2 2026 in Review

Miller Financial Services reduced its Visa (V) stake by 0.24% in Q2 2026, selling an estimated $3.21K and leaving 4,174 shares worth $1.43M. The position accounts for 1.15% of the portfolio, ranked #21.

Miller Financial Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2025. 1,831 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Miller Financial Services held 4,174 shares of Visa worth $1.43M as of Q2 2026.
  • Miller Financial Services sold 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up 1.15% of Miller Financial Services's portfolio in Q2 2026, its #21 holding.
  • Miller Financial Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Visa position peaked at $1.71M in Q1 2025.
  • 1,831 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.