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PFS Partners’s Visa V Stock Holding History

PFS Partners’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 		$319K Buy
931
+200
+27% +$64.2K 0.13% 76
2026
Q1 		$221K Buy
731
+23
+3% +$7.4K 0.1% 81
2025
Q4 		$248K Hold
708
– – 0.11% 76
2025
Q3 		$242K Buy
708
+10
+1% +$3.46K 0.12% 69
2025
Q2 		$248K Buy
698
+600
+612% +$209K 0.12% 61
2025
Q1 		$34.3K Hold
98
– – 0.02% 175
2024
Q4 		$30.8K Buy
98
+1
+1% +$301 0.02% 178
2024
Q3 		$26.8K Sell
97
-50
-34% -$13.5K 0.02% 186
2024
Q2 		$38.6K Hold
147
– – 0.02% 141
2024
Q1 		$41K Hold
147
– – 0.03% 135
2023
Q4 		$38.2K Buy
147
+1
+0.7% +$246 0.03% 140
2023
Q3 		$33.7K Hold
146
– – 0.03% 129
2023
Q2 		$34.7K Buy
+146
New +$33.4K 0.03% 139

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFS Partners's V Position: Q2 2026 in Review

PFS Partners increased its Visa (V) stake by 27% in Q2 2026, buying an estimated $64.2K and bringing the position to 931 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #76.

PFS Partners first reported a position in V in Q2 2023 and has held it in 13 quarters since. 2,450 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • PFS Partners held 931 shares of Visa worth $319K as of Q2 2026.
  • PFS Partners bought 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 0.13% of PFS Partners's portfolio in Q2 2026, its #76 holding.
  • PFS Partners first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • 2,450 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.