PVI
V icon

Pine Valley Investments’s Visa V Stock Holding History

Pine Valley 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
2024
Q4 		– Hold
0
– -$275K – 552
2024
Q3 		– Hold
0
– – – 427

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

Pine Valley Investments's V Position: Q2 2026 in Review

Pine Valley Investments reduced its Visa (V) stake by 0.24% in Q2 2026, selling an estimated $27.9K and leaving 35,457 shares worth $12.2M. The position accounts for 0.48% of the portfolio, ranked #54.

Pine Valley Investments first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.9M in Q1 2025. 2,602 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pine Valley Investments held 35,457 shares of Visa worth $12.2M as of Q2 2026.
  • Pine Valley Investments sold 87 Visa shares in Q2 2026, an estimated $27.9K.
  • Visa made up 0.48% of Pine Valley Investments's portfolio in Q2 2026, its #54 holding.
  • Pine Valley Investments first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Visa position peaked at $16.9M in Q1 2025.
  • 2,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.