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Networth Advisors’s Visa V Stock Holding History

Networth Advisors’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 		$1.37K Hold
4
– – ﹤0.01% 310
2026
Q1 		$1.21K Hold
4
– – ﹤0.01% 317
2025
Q4 		$1.4K Buy
+4
New +$1.36K ﹤0.01% 287

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Networth Advisors's V Position: Q2 2026 in Review

Networth Advisors held its Visa (V) position steady in Q2 2026 at 4 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Networth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4K in Q4 2025. 2,773 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Networth Advisors held 4 shares of Visa worth $1.37K as of Q2 2026.
  • Networth Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #310 holding.
  • Networth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Visa position peaked at $1.4K in Q4 2025.
  • 2,773 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.