PW
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Paladin Wealth’s Visa V Stock Holding History

Paladin Wealth’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 		$1.17M Buy
3,398
+288
+9% +$92.5K 0.68% 42
2026
Q1 		$940K Sell
3,110
-152
-5% -$48.9K 0.65% 48
2025
Q4 		$1.14M Sell
3,262
-441
-12% -$150K 0.78% 42
2025
Q3 		$1.26M Sell
3,703
-79
-2% -$27.3K 0.92% 32
2025
Q2 		$1.34M Sell
3,782
-124
-3% -$43.2K 1.04% 25
2025
Q1 		$1.37M Buy
3,906
+55
+1% +$18.6K 1.23% 21
2024
Q4 		$1.22M Buy
3,851
+1,099
+40% +$330K 1.05% 26
2024
Q3 		$757K Buy
+2,752
New +$744K 0.66% 57

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth's V Position: Q2 2026 in Review

Paladin Wealth increased its Visa (V) stake by 9.3% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,398 shares worth $1.17M. The position accounts for 0.68% of the portfolio, ranked #42.

Paladin Wealth first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Paladin Wealth held 3,398 shares of Visa worth $1.17M as of Q2 2026.
  • Paladin Wealth bought 288 Visa shares in Q2 2026, an estimated $92.5K.
  • Visa made up 0.68% of Paladin Wealth's portfolio in Q2 2026, its #42 holding.
  • Paladin Wealth first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Paladin Wealth's Visa position peaked at $1.37M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.