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Penney Financial’s Visa V Stock Holding History

Penney Financial’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 		$221K Buy
+645
New +$207K 0.08% 49
2026
Q1 		– Sell
-645
Closed -$226K – 53
2025
Q4 		$226K Hold
645
– – 0.09% 47
2025
Q3 		$220K Hold
645
– – 0.1% 47
2025
Q2 		$229K Hold
645
– – 0.12% 40
2025
Q1 		$226K Hold
645
– – 0.15% 36
2024
Q4 		$204K Buy
+645
New +$194K 0.14% 39

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Penney Financial's V Position: Q2 2026 in Review

Penney Financial opened a new position in Visa (V) in Q2 2026: 645 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings. This is a return to the name: Penney Financial previously reported a position in V as recently as Q4 2025.

Penney Financial first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $229K in Q2 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Penney Financial held 645 shares of Visa worth $221K as of Q2 2026.
  • Visa was a new Penney Financial position in Q2 2026.
  • Visa made up 0.08% of Penney Financial's portfolio in Q2 2026, its #49 holding.
  • Penney Financial first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Penney Financial's Visa position peaked at $229K in Q2 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.