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Nadler Financial Group’s Visa V Stock Holding History

Nadler 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 		$841K Buy
2,451
+6
+0.2% +$1.93K 0.07% 60
2026
Q1 		$739K Sell
2,445
-406
-14% -$131K 0.07% 64
2025
Q4 		$1,000K Buy
2,851
+8
+0.3% +$2.73K 0.09% 55
2025
Q3 		$970K Buy
2,843
+300
+12% +$104K 0.09% 57
2025
Q2 		$903K Sell
2,543
-168
-6% -$58.6K 0.09% 52
2025
Q1 		$950K Buy
2,711
+135
+5% +$45.7K 0.11% 52
2024
Q4 		$814K Buy
2,576
+149
+6% +$44.8K 0.09% 52
2024
Q3 		$667K Buy
2,427
+455
+23% +$123K 0.07% 57
2024
Q2 		$518K Hold
1,972
– – 0.06% 63
2024
Q1 		$550K Buy
1,972
+72
+4% +$19.9K 0.07% 61
2023
Q4 		$495K Buy
1,900
+44
+2% +$10.8K 0.07% 60
2023
Q3 		$427K Sell
1,856
-33
-2% -$7.93K 0.06% 60
2023
Q2 		$449K Hold
1,889
– – 0.07% 63
2023
Q1 		$426K Hold
1,889
– – 0.07% 65
2022
Q4 		$392K Sell
1,889
-75
-4% -$15.1K 0.07% 69
2022
Q3 		$349K Buy
1,964
+4
+0.2% +$814 0.07% 72
2022
Q2 		$386K Sell
1,960
-96
-5% -$19.8K 0.07% 69
2022
Q1 		$456K Sell
2,056
-58
-3% -$12.5K 0.07% 70
2021
Q4 		$458K Buy
2,114
+23
+1% +$4.94K 0.07% 74
2021
Q3 		$466K Buy
2,091
+142
+7% +$33.3K 0.08% 70
2021
Q2 		$456K Buy
1,949
+65
+3% +$14.9K 0.07% 70
2021
Q1 		$399K Buy
1,884
+103
+6% +$21.7K 0.07% 72
2020
Q4 		$390K Sell
1,781
-130
-7% -$26.6K 0.07% 73
2020
Q3 		$382K Hold
1,911
– – 0.08% 71
2020
Q2 		$369K Buy
1,911
+145
+8% +$26.5K 0.09% 64
2020
Q1 		$285K Sell
1,766
-31
-2% -$5.84K 0.09% 67
2019
Q4 		$338K Sell
1,797
-188
-9% -$33.9K 0.08% 68
2019
Q3 		$341K Buy
1,985
+201
+11% +$35.8K 0.1% 61
2019
Q2 		$310K Buy
1,784
+101
+6% +$16.5K 0.09% 66
2019
Q1 		$263K Sell
1,683
-4
-0.2% -$576 0.08% 70
2018
Q4 		$223K Sell
1,687
-30
-2% -$4.14K 0.07% 72
2018
Q3 		$258K Buy
+1,717
New +$244K 0.07% 74

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

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

Nadler Financial Group increased its Visa (V) stake by 0.25% in Q2 2026, buying an estimated $1.93K and bringing the position to 2,451 shares worth $841K. The position accounts for 0.07% of the portfolio, ranked #60.

Nadler Financial Group first reported a position in V in Q3 2018 and has held it in 32 quarters since. The position peaked at $1,000K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nadler Financial Group held 2,451 shares of Visa worth $841K as of Q2 2026.
  • Nadler Financial Group bought 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.07% of Nadler Financial Group's portfolio in Q2 2026, its #60 holding.
  • Nadler Financial Group first reported a position in Visa in Q3 2018 and has held it in 32 quarters since.
  • Nadler Financial Group's Visa position peaked at $1,000K in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.