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Pacific Wealth Strategies Group’s Visa V Stock Holding History

Pacific Wealth Strategies 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 		$2.04M Buy
5,954
+730
+14% +$234K 1.17% 26
2026
Q1 		$1.58M Buy
5,224
+168
+3% +$54K 0.99% 25
2025
Q4 		$1.77M Buy
5,056
+194
+4% +$66.1K 1% 22
2025
Q3 		$1.66M Sell
4,862
-122
-2% -$42.2K 1.02% 20
2025
Q2 		$1.72M Buy
4,984
+7
+0.1% +$2.44K 1.13% 18
2025
Q1 		$1.74M Sell
4,977
-27
-0.5% -$9.14K 1.3% 19
2024
Q4 		$1.58M Buy
5,004
+52
+1% +$15.6K 1.1% 21
2024
Q3 		$1.36M Buy
4,952
+175
+4% +$47.3K 1.01% 27
2024
Q2 		$1.25M Sell
4,777
-5
-0.1% -$1.37K 1.04% 29
2024
Q1 		$1.33M Sell
4,782
-505
-10% -$139K 1.11% 25
2023
Q4 		$1.38M Sell
5,287
-46
-0.9% -$11.3K 1.31% 20
2023
Q3 		$1.23M Buy
5,333
+375
+8% +$90.1K 1.29% 25
2023
Q2 		$1.18M Buy
4,958
+173
+4% +$39.6K 1.21% 21
2023
Q1 		$1.08M Buy
4,785
+380
+9% +$84.6K 1.23% 21
2022
Q4 		$915K Buy
4,405
+61
+1% +$12.3K 1.23% 23
2022
Q3 		$772K Sell
4,344
-17
-0.4% -$3.46K 1.08% 26
2022
Q2 		$859K Buy
4,361
+288
+7% +$59.5K 1.11% 27
2022
Q1 		$903K Sell
4,073
-116
-3% -$25.1K 0.38% 49
2021
Q4 		$908K Buy
4,189
+239
+6% +$51.3K 0.32% 57
2021
Q3 		$880K Buy
3,950
+213
+6% +$49.9K 0.33% 59
2021
Q2 		$874K Buy
3,737
+31
+0.8% +$7.09K 0.33% 58
2021
Q1 		$785K Buy
3,706
+1,197
+48% +$252K 0.33% 61
2020
Q4 		$541K Buy
2,509
+885
+54% +$181K 0.23% 65
2020
Q3 		$325K Buy
1,624
+31
+2% +$6.19K 0.17% 65
2020
Q2 		$308K Hold
1,593
– – 0.17% 70
2020
Q1 		$257K Hold
1,593
– – 0.18% 71
2019
Q4 		$299K Hold
1,593
– – 0.17% 76
2019
Q3 		$274K Hold
1,593
– – 0.17% 75
2019
Q2 		$276K Sell
1,593
-364
-19% -$59.6K 0.17% 78
2019
Q1 		$306K Sell
1,957
-60
-3% -$8.65K 0.2% 75
2018
Q4 		$266K Hold
2,017
– – 0.19% 76
2018
Q3 		$303K Sell
2,017
-190
-9% -$27K 0.19% 75
2018
Q2 		$292K Buy
2,207
+265
+14% +$34.1K 0.2% 75
2018
Q1 		$232K Sell
1,942
-186
-9% -$22.5K 0.17% 80
2017
Q4 		$243K Sell
2,128
-110
-5% -$12.1K 0.17% 78
2017
Q3 		$236K Buy
2,238
+98
+5% +$9.94K 0.19% 75
2017
Q2 		$201K Buy
+2,140
New +$199K 0.17% 73

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pacific Wealth Strategies Group's V Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $234K and bringing the position to 5,954 shares worth $2.04M. The position accounts for 1.17% of the portfolio, ranked #26.

Pacific Wealth Strategies Group first reported a position in V in Q2 2017 and has held it in 37 quarters since. 2,139 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pacific Wealth Strategies Group held 5,954 shares of Visa worth $2.04M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 730 Visa shares in Q2 2026, an estimated $234K.
  • Visa made up 1.17% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #26 holding.
  • Pacific Wealth Strategies Group first reported a position in Visa in Q2 2017 and has held it in 37 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.