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Painted Porch Advisors’s Visa V Stock Holding History

Painted Porch 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 		$6.61M Sell
19,265
-439
-2% -$141K 2.89% 7
2026
Q1 		$5.96M Sell
19,704
-1,467
-7% -$472K 2.84% 7
2025
Q4 		$7.42M Sell
21,171
-772
-4% -$263K 2.99% 7
2025
Q3 		$7.49M Sell
21,943
-1,055
-5% -$365K 2.85% 6
2025
Q2 		$8.17M Sell
22,998
-356
-2% -$124K 3.35% 6
2025
Q1 		$8.18M Sell
23,354
-890
-4% -$301K 3.43% 6
2024
Q4 		$7.66M Sell
24,244
-12,469
-34% -$3.75M 3.78% 6
2024
Q3 		$10.1M Sell
36,713
-1,050
-3% -$284K 5.11% 7
2024
Q2 		$9.91M Sell
37,763
-182
-0.5% -$49.9K 5.6% 5
2024
Q1 		$10.6M Buy
37,945
+117
+0.3% +$32.3K 6.47% 5
2023
Q4 		$9.85M Buy
+37,828
New +$9.32M 7.59% 5

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Painted Porch Advisors's V Position: Q2 2026 in Review

Painted Porch Advisors reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $141K and leaving 19,265 shares worth $6.61M. The position accounts for 2.89% of the portfolio, ranked #7.

Painted Porch Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2024. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Painted Porch Advisors held 19,265 shares of Visa worth $6.61M as of Q2 2026.
  • Painted Porch Advisors sold 439 Visa shares in Q2 2026, an estimated $141K.
  • Visa made up 2.89% of Painted Porch Advisors's portfolio in Q2 2026, its #7 holding.
  • Painted Porch Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Painted Porch Advisors's Visa position peaked at $10.6M in Q1 2024.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.