Pathway Financial Advisers’s Visa V Stock Holding History

Pathway Financial Advisers’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	$2.01M	Buy	5,847 +27	+0.5%	+$8.67K	0.51%	72
2026 Q1	$1.76M	Buy	5,820 +224	+4%	+$72K	0.5%	69
2025 Q4	$1.96M	Buy	5,596 +118	+2%	+$40.2K	0.57%	64
2025 Q3	$1.85M	Buy	5,478 +833	+18%	+$288K	0.54%	65
2025 Q2	$1.65M	Buy	4,645 +164	+4%	+$57.2K	0.53%	67
2025 Q1	$1.57M	Buy	4,481 +340	+8%	+$115K	0.54%	62
2024 Q4	$1.31M	Buy	4,141 +112	+3%	+$33.7K	0.44%	73
2024 Q3	$1.11M	Buy	4,029 +33	+0.8%	+$8.92K	0.5%	62
2024 Q2	$1.04M	Buy	3,996 +149	+4%	+$40.8K	0.37%	84
2024 Q1	$1.07M	Sell	3,847 -54	-1%	-$14.9K	0.39%	79
2023 Q4	$1.02M	Sell	3,901 -53	-1%	-$13.1K	0.39%	79
2023 Q3	$910K	Buy	+3,954	New	+$950K	0.38%	77
2023 Q1	$868K	Buy	3,846 +258	+7%	+$57.4K	0.35%	83
2022 Q4	$746K	Buy	+3,588	New	+$724K	0.3%	90

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pathway Financial Advisers's V Position: Q2 2026 in Review

Pathway Financial Advisers increased its Visa (V) stake by 0.46% in Q2 2026, buying an estimated $8.67K and bringing the position to 5,847 shares worth $2.01M. The position accounts for 0.51% of the portfolio, ranked #72.

Pathway Financial Advisers first reported a position in V in Q4 2022 and has held it in 14 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Pathway Financial Advisers held 5,847 shares of Visa worth $2.01M as of Q2 2026.
Pathway Financial Advisers bought 27 Visa shares in Q2 2026, an estimated $8.67K.
Visa made up 0.51% of Pathway Financial Advisers's portfolio in Q2 2026, its #72 holding.
Pathway Financial Advisers first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.