MOKAN Wealth Management’s Visa V Stock Holding History

MOKAN Wealth Management’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	$252K	Sell	734 -1,945	-73%	-$624K	0.1%	89
2026 Q1	$810K	Sell	2,679 -1,688	-39%	-$543K	0.36%	50
2025 Q4	$1.53M	Buy	4,367 +129	+3%	+$44K	0.68%	38
2025 Q3	$1.45M	Buy	4,238 +166	+4%	+$57.5K	0.73%	35
2025 Q2	$1.45M	Buy	4,072 +267	+7%	+$93.1K	0.81%	35
2025 Q1	$1.33M	Sell	3,805 -109	-3%	-$36.9K	0.8%	36
2024 Q4	$1.24M	Buy	+3,914	New	+$1.18M	0.79%	36

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MOKAN Wealth Management's V Position: Q2 2026 in Review

MOKAN Wealth Management reduced its Visa (V) stake by 73% in Q2 2026, selling an estimated $624K and leaving 734 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #89.

MOKAN Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 2,239 funds tracked by Wall St. Rank hold V as of Q2 2026.

MOKAN Wealth Management held 734 shares of Visa worth $252K as of Q2 2026.
MOKAN Wealth Management sold 1,945 Visa shares in Q2 2026, an estimated $624K.
Visa made up 0.1% of MOKAN Wealth Management's portfolio in Q2 2026, its #89 holding.
MOKAN Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's Visa position peaked at $1.53M in Q4 2025.
2,239 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.