MF
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Montis Financial’s Visa V Stock Holding History

Montis Financial’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 		$563K Buy
1,640
+9
+0.6% +$2.89K 0.12% 92
2026
Q1 		$493K Buy
1,631
+59
+4% +$19K 0.1% 97
2025
Q4 		$551K Buy
1,572
+150
+11% +$51.1K 0.11% 91
2025
Q3 		$485K Hold
1,422
– – 0.11% 107
2025
Q2 		$505K Sell
1,422
-36
-2% -$12.5K 0.14% 84
2025
Q1 		$511K Hold
1,458
– – 0.15% 90
2024
Q4 		$461K Buy
1,458
+99
+7% +$29.8K 0.14% 93
2024
Q3 		$374K Buy
+1,359
New +$367K 0.13% 80
2021
Q4 		– Sell
-973
Closed -$219K – 89
2021
Q3 		$219K Buy
973
+16
+2% +$3.75K 0.19% 59
2021
Q2 		$224K Sell
957
-116
-11% -$26.5K 0.19% 67
2021
Q1 		$233K Buy
+1,073
New +$226K 0.22% 62

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Montis Financial's V Position: Q2 2026 in Review

Montis Financial increased its Visa (V) stake by 0.55% in Q2 2026, buying an estimated $2.89K and bringing the position to 1,640 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #92.

Montis Financial first reported a position in V in Q1 2021 and has held it in 11 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Montis Financial held 1,640 shares of Visa worth $563K as of Q2 2026.
  • Montis Financial bought 9 Visa shares in Q2 2026, an estimated $2.89K.
  • Visa made up 0.12% of Montis Financial's portfolio in Q2 2026, its #92 holding.
  • Montis Financial first reported a position in Visa in Q1 2021 and has held it in 11 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.