PFA
V icon

Perryman Financial Advisory’s Visa V Stock Holding History

Perryman Financial Advisory’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 		$17.1M Buy
49,855
+4,452
+10% +$1.43M 2.28% 8
2026
Q1 		$13.7M Buy
45,403
+945
+2% +$304K 2.06% 9
2025
Q4 		$15.6M Buy
+44,458
New +$15.1M 2.29% 9

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

Perryman Financial Advisory's V Position: Q2 2026 in Review

Perryman Financial Advisory increased its Visa (V) stake by 9.8% in Q2 2026, buying an estimated $1.43M and bringing the position to 49,855 shares worth $17.1M. The position accounts for 2.28% of the portfolio, ranked #8.

Perryman Financial Advisory first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Perryman Financial Advisory held 49,855 shares of Visa worth $17.1M as of Q2 2026.
  • Perryman Financial Advisory bought 4,452 Visa shares in Q2 2026, an estimated $1.43M.
  • Visa made up 2.28% of Perryman Financial Advisory's portfolio in Q2 2026, its #8 holding.
  • Perryman Financial Advisory first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.