PWMG
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Pinnacle Wealth Management Group’s Visa V Stock Holding History

Pinnacle Wealth Management Group’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 		$1.34M Sell
3,914
-175
-4% -$56.2K 0.63% 39
2026
Q1 		$1.24M Sell
4,089
-104
-2% -$33.4K 0.61% 40
2025
Q4 		$1.47M Sell
4,193
-79
-2% -$26.9K 0.73% 32
2025
Q3 		$1.46M Buy
4,272
+13
+0.3% +$4.5K 0.75% 35
2025
Q2 		$1.51M Sell
4,259
-69
-2% -$24.1K 0.87% 33
2025
Q1 		$1.52M Sell
4,328
-23
-0.5% -$7.78K 1.06% 28
2024
Q4 		$1.38M Buy
4,351
+128
+3% +$38.5K 0.86% 32
2024
Q3 		$1.16M Sell
4,223
-24
-0.6% -$6.49K 0.73% 35
2024
Q2 		$1.11M Sell
4,247
-35
-0.8% -$9.59K 0.75% 33
2024
Q1 		$1.2M Buy
4,282
+72
+2% +$19.9K 0.89% 31
2023
Q4 		$1.1M Buy
4,210
+112
+3% +$27.6K 0.9% 32
2023
Q3 		$943K Sell
4,098
-67
-2% -$16.1K 0.86% 33
2023
Q2 		$989K Sell
4,165
-337
-7% -$77.1K 0.86% 31
2023
Q1 		$1.02M Buy
4,502
+100
+2% +$22.3K 0.88% 31
2022
Q4 		$915K Sell
4,402
-300
-6% -$60.5K 0.81% 32
2022
Q3 		$835K Hold
4,702
– – 0.74% 31
2022
Q2 		$926K Sell
4,702
-150
-3% -$31K 0.78% 33
2022
Q1 		$1.08M Sell
4,852
-250
-5% -$54.1K 0.81% 34
2021
Q4 		$1.11M Sell
5,102
-1,295
-20% -$278K 0.82% 33
2021
Q3 		$1.43M Buy
6,397
+107
+2% +$25.1K 1.07% 29
2021
Q2 		$1.47M Buy
+6,290
New +$1.44M 1.07% 29

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management Group's V Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Visa (V) stake by 4.3% in Q2 2026, selling an estimated $56.2K and leaving 3,914 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #39.

Pinnacle Wealth Management Group first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.52M in Q1 2025. 937 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pinnacle Wealth Management Group held 3,914 shares of Visa worth $1.34M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 175 Visa shares in Q2 2026, an estimated $56.2K.
  • Visa made up 0.63% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #39 holding.
  • Pinnacle Wealth Management Group first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Visa position peaked at $1.52M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.