Omega Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.56M | Sell |
4,545
-21
| -0.5% | -$6.74K | 0.47% | 40 |
|
|
2026
Q1 | $1.38M | Sell |
4,566
-578
| -11% | -$186K | 0.45% | 41 |
|
|
2025
Q4 | $1.8M | Buy |
5,144
+37
| +0.7% | +$12.6K | 0.59% | 38 |
|
|
2025
Q3 | $1.74M | Buy |
5,107
+1,590
| +45% | +$550K | 0.58% | 38 |
|
|
2025
Q2 | $1.25M | Buy |
3,517
+317
| +10% | +$110K | 0.44% | 42 |
|
|
2025
Q1 | $1.12M | Buy |
3,200
+60
| +2% | +$20.3K | 0.43% | 43 |
|
|
2024
Q4 | $992K | Buy |
3,140
+3
| +0.1% | +$902 | 0.38% | 45 |
|
|
2024
Q3 | $863K | Sell |
3,137
-44
| -1% | -$11.9K | 0.33% | 49 |
|
|
2024
Q2 | $835K | Sell |
3,181
-39
| -1% | -$10.7K | 0.34% | 52 |
|
|
2024
Q1 | $899K | Buy |
3,220
+145
| +5% | +$40K | 0.37% | 52 |
|
|
2023
Q4 | $801K | Buy |
3,075
+20
| +0.7% | +$4.93K | 0.34% | 54 |
|
|
2023
Q3 | $703K | Sell |
3,055
-293
| -9% | -$70.4K | 0.34% | 54 |
|
|
2023
Q2 | $795K | Sell |
3,348
-97
| -3% | -$22.2K | 0.36% | 54 |
|
|
2023
Q1 | $777K | Buy |
3,445
+4
| +0.1% | +$890 | 0.36% | 54 |
|
|
2022
Q4 | $715K | Buy |
3,441
+14
| +0.4% | +$2.82K | 0.37% | 56 |
|
|
2022
Q3 | $609K | Buy |
3,427
+3
| +0.1% | +$610 | 0.32% | 52 |
|
|
2022
Q2 | $674K | Buy |
3,424
+310
| +10% | +$64.1K | 0.33% | 52 |
|
|
2022
Q1 | $691K | Sell |
3,114
-91
| -3% | -$19.7K | 0.3% | 48 |
|
|
2021
Q4 | $695K | Sell |
3,205
-13
| -0.4% | -$2.79K | 0.31% | 44 |
|
|
2021
Q3 | $717K | Sell |
3,218
-5
| -0.2% | -$1.17K | 0.34% | 42 |
|
|
2021
Q2 | $754K | Sell |
3,223
-42
| -1% | -$9.6K | 0.36% | 43 |
|
|
2021
Q1 | $691K | Sell |
3,265
-117
| -3% | -$24.6K | 0.35% | 45 |
|
|
2020
Q4 | $740K | Sell |
3,382
-18
| -0.5% | -$3.68K | 0.4% | 45 |
|
|
2020
Q3 | $680K | Buy |
3,400
+2
| +0.1% | +$399 | 0.41% | 44 |
|
|
2020
Q2 | $656K | Buy |
3,398
+16
| +0.5% | +$2.92K | 0.42% | 43 |
|
|
2020
Q1 | $545K | Sell |
3,382
-570
| -14% | -$107K | 0.41% | 40 |
|
|
2019
Q4 | $743K | Sell |
3,952
-88
| -2% | -$15.9K | 0.49% | 45 |
|
|
2019
Q3 | $695K | Sell |
4,040
-269
| -6% | -$47.9K | 0.49% | 44 |
|
|
2019
Q2 | $748K | Sell |
4,309
-3
| -0.1% | -$491 | 0.55% | 43 |
|
|
2019
Q1 | $673K | Buy |
4,312
+565
| +15% | +$81.4K | 0.5% | 45 |
|
|
2018
Q4 | $494K | Buy |
+3,747
| New | +$518K | 0.44% | 43 |
|
Other funds holding V
Omega Financial Group's V Position: Q2 2026 in Review
Omega Financial Group reduced its Visa (V) stake by 0.46% in Q2 2026, selling an estimated $6.74K and leaving 4,545 shares worth $1.56M. The position accounts for 0.47% of the portfolio, ranked #40.
Omega Financial Group first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Omega Financial Group held 4,545 shares of Visa worth $1.56M as of Q2 2026.
- Omega Financial Group sold 21 Visa shares in Q2 2026, an estimated $6.74K.
- Visa made up 0.47% of Omega Financial Group's portfolio in Q2 2026, its #40 holding.
- Omega Financial Group first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Omega Financial Group's Visa position peaked at $1.8M in Q4 2025.
- 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.