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PFG Investments’s Visa V Stock Holding History

PFG Investments’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 		$10.4M Buy
30,358
+1,227
+4% +$394K 0.4% 44
2026
Q1 		$8.8M Sell
29,131
-901
-3% -$290K 0.41% 45
2025
Q4 		$10.5M Buy
30,032
+297
+1% +$101K 0.5% 32
2025
Q3 		$10.2M Buy
29,735
+739
+3% +$256K 0.53% 30
2025
Q2 		$10.3M Sell
28,996
-1,879
-6% -$655K 0.6% 25
2025
Q1 		$10.8M Sell
30,875
-711
-2% -$241K 0.69% 18
2024
Q4 		$9.98M Sell
31,586
-1,969
-6% -$592K 0.62% 21
2024
Q3 		$9.23M Sell
33,555
-642
-2% -$174K 0.6% 23
2024
Q2 		$8.98M Buy
34,197
+8,571
+33% +$2.35M 0.64% 20
2024
Q1 		$7.15M Buy
25,626
+13,264
+107% +$3.66M 0.43% 40
2023
Q4 		$3.22M Buy
12,362
+867
+8% +$214K 0.6% 29
2023
Q3 		$2.64M Buy
11,495
+990
+9% +$238K 0.5% 34
2023
Q2 		$2.49M Buy
10,505
+652
+7% +$149K 0.44% 42
2023
Q1 		$2.22M Buy
+9,853
New +$2.19M 0.45% 46

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

PFG Investments's V Position: Q2 2026 in Review

PFG Investments increased its Visa (V) stake by 4.2% in Q2 2026, buying an estimated $394K and bringing the position to 30,358 shares worth $10.4M. The position accounts for 0.4% of the portfolio, ranked #44.

PFG Investments first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.8M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • PFG Investments held 30,358 shares of Visa worth $10.4M as of Q2 2026.
  • PFG Investments bought 1,227 Visa shares in Q2 2026, an estimated $394K.
  • Visa made up 0.4% of PFG Investments's portfolio in Q2 2026, its #44 holding.
  • PFG Investments first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Visa position peaked at $10.8M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.