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Northstar Financial Companies’s Visa V Stock Holding History

Northstar Financial Companies’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 		$9.14M Buy
26,647
+1,021
+4% +$328K 6.16% 2
2026
Q1 		$7.75M Buy
25,626
+723
+3% +$232K 6.16% 2
2025
Q4 		$8.73M Buy
24,903
+1,062
+4% +$362K 6.96% 2
2025
Q3 		$8.14M Buy
23,841
+616
+3% +$213K 7.53% 2
2025
Q2 		$8.25M Buy
23,225
+770
+3% +$268K 8.57% 2
2025
Q1 		$7.87M Sell
22,455
-5,336
-19% -$1.81M 8.54% 2
2024
Q4 		$8.78M Buy
+27,791
New +$8.36M 8.31% 3

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

Northstar Financial Companies's V Position: Q2 2026 in Review

Northstar Financial Companies increased its Visa (V) stake by 4% in Q2 2026, buying an estimated $328K and bringing the position to 26,647 shares worth $9.14M. The position accounts for 6.16% of the portfolio, ranked #2.

Northstar Financial Companies first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,769 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Northstar Financial Companies held 26,647 shares of Visa worth $9.14M as of Q2 2026.
  • Northstar Financial Companies bought 1,021 Visa shares in Q2 2026, an estimated $328K.
  • Visa made up 6.16% of Northstar Financial Companies's portfolio in Q2 2026, its #2 holding.
  • Northstar Financial Companies first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,769 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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