OBWG
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Onyx Bridge Wealth Group’s Visa V Stock Holding History

Onyx Bridge Wealth 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 		$2.56M Buy
7,459
+349
+5% +$112K 0.23% 88
2026
Q1 		$2.15M Buy
7,110
+52
+0.7% +$16.7K 0.23% 90
2025
Q4 		$2.48M Sell
7,058
-104
-1% -$35.4K 0.26% 83
2025
Q3 		$2.44M Buy
7,162
+292
+4% +$101K 0.27% 76
2025
Q2 		$2.44M Sell
6,870
-438
-6% -$153K 0.32% 62
2025
Q1 		$2.56M Buy
7,308
+153
+2% +$51.8K 0.37% 58
2024
Q4 		$2.26M Sell
7,155
-250
-3% -$75.2K 0.33% 59
2024
Q3 		$2.04M Sell
7,405
-81
-1% -$21.9K 0.31% 64
2024
Q2 		$1.96M Buy
7,486
+51
+0.7% +$14K 0.32% 61
2024
Q1 		$2.04M Sell
7,435
-63
-0.8% -$17.4K 0.36% 53
2023
Q4 		$1.95M Buy
7,498
+898
+14% +$221K 0.39% 42
2023
Q3 		$1.52M Buy
6,600
+656
+11% +$158K 0.35% 54
2023
Q2 		$1.41M Buy
5,944
+853
+17% +$195K 0.34% 58
2023
Q1 		$1.15M Buy
5,091
+108
+2% +$24K 0.46% 43
2022
Q4 		$1.09M Buy
4,983
+3,038
+156% +$613K 0.44% 33
2022
Q3 		$347K Buy
1,945
+286
+17% +$58.2K 0.16% 107
2022
Q2 		$354K Buy
1,659
+76
+5% +$15.7K 0.16% 91
2022
Q1 		$339K Buy
1,583
+132
+9% +$28.5K 0.13% 90
2021
Q4 		$321K Buy
1,451
+184
+15% +$39.5K 0.11% 108
2021
Q3 		$292K Buy
1,267
+460
+57% +$108K 0.11% 98
2021
Q2 		$200K Buy
+807
New +$184K 0.09% 114

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Onyx Bridge Wealth Group's V Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Visa (V) stake by 4.9% in Q2 2026, buying an estimated $112K and bringing the position to 7,459 shares worth $2.56M. The position accounts for 0.23% of the portfolio, ranked #88.

Onyx Bridge Wealth Group first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.56M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Onyx Bridge Wealth Group held 7,459 shares of Visa worth $2.56M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 349 Visa shares in Q2 2026, an estimated $112K.
  • Visa made up 0.23% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #88 holding.
  • Onyx Bridge Wealth Group first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's Visa position peaked at $2.56M in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.