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Peak Financial Advisors’s Visa V Stock Holding History

Peak Financial 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 		$2.69M Buy
+7,854
New +$2.52M 1.12% 29
2025
Q4 		– Sell
-7,006
Closed -$2.39M – 95
2025
Q3 		$2.39M Buy
+7,006
New +$2.42M 1.15% 26
2024
Q3 		– Sell
-9,202
Closed -$2.42M – 92
2024
Q2 		$2.42M Buy
9,202
+227
+3% +$62.2K 1.39% 34
2024
Q1 		$2.5M Buy
+8,975
New +$2.48M 1.53% 34
2022
Q1 		– Sell
-10,070
Closed -$2.18M – 110
2021
Q4 		$2.18M Buy
+10,070
New +$2.16M 1.68% 24

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

Peak Financial Advisors's V Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Visa (V) in Q2 2026: 7,854 shares worth $2.69M. The stake represents 1.12% of the portfolio and ranks #29 among its holdings. This is a return to the name: Peak Financial Advisors previously reported a position in V as recently as Q3 2025.

Peak Financial Advisors first reported a position in V in Q4 2021 and has held it in 5 quarters since. 1,652 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peak Financial Advisors held 7,854 shares of Visa worth $2.69M as of Q2 2026.
  • Visa was a new Peak Financial Advisors position in Q2 2026.
  • Visa made up 1.12% of Peak Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Peak Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 5 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.