New England Capital Financial Advisors’s Visa V Stock Holding History

New England Capital Financial 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	$175K	Hold	509	–	–	0.04%	71
2026 Q1	$154K	Hold	509	–	–	0.04%	72
2025 Q4	$178K	Buy	509 +1	+0.2%	+$341	0.07%	65
2025 Q3	$174K	Sell	508 -6	-1%	-$2.08K	0.07%	62
2025 Q2	$183K	Hold	514	–	–	0.08%	56
2025 Q1	$180K	Hold	514	–	–	0.09%	53
2024 Q4	$162K	Buy	514 +1	+0.2%	+$301	0.08%	60
2024 Q3	$141K	Sell	513 -9	-2%	-$2.43K	0.07%	62
2024 Q2	$137K	Buy	522 +1	+0.2%	+$274	0.08%	60
2024 Q1	$145K	Sell	521 -39	-7%	-$10.8K	0.08%	57
2023 Q4	$146K	Buy	560 +1	+0.2%	+$246	0.09%	61
2023 Q3	$129K	Buy	559 +18	+3%	+$4.33K	0.09%	60
2023 Q2	$128K	Buy	541 +1	+0.2%	+$229	0.08%	63
2023 Q1	$122K	Buy	540 +24	+5%	+$5.34K	0.09%	65
2022 Q4	$116K	Buy	+516	New	+$104K	0.08%	70

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

New England Capital Financial Advisors's V Position: Q2 2026 in Review

New England Capital Financial Advisors held its Visa (V) position steady in Q2 2026 at 509 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #71.

New England Capital Financial Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $183K in Q2 2025. 2,497 funds tracked by Wall St. Rank hold V as of Q2 2026.

New England Capital Financial Advisors held 509 shares of Visa worth $175K as of Q2 2026.
New England Capital Financial Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #71 holding.
New England Capital Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Visa position peaked at $183K in Q2 2025.
2,497 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.