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Prime Capital Investment Advisors’s Visa V Stock Holding History

Prime Capital Investment Advisors’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
2025
Q4 		– Sell
-100
Closed -$1.34K – 1106
2025
Q3 		$1.34K Hold
100
– – ﹤0.01% 1012
2025
Q2 		$255 Buy
+100
New +$34.9K ﹤0.01% 953

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

Prime Capital Investment Advisors's V Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Visa (V) stake by 6.7% in Q2 2026, selling an estimated $2.08M and leaving 89,684 shares worth $30.8M. The position accounts for 0.3% of the portfolio, ranked #75.

Prime Capital Investment Advisors first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $49.2M in Q1 2025. 2,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prime Capital Investment Advisors held 89,684 shares of Visa worth $30.8M as of Q2 2026.
  • Prime Capital Investment Advisors sold 6,475 Visa shares in Q2 2026, an estimated $2.08M.
  • Visa made up 0.3% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Prime Capital Investment Advisors first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Prime Capital Investment Advisors's Visa position peaked at $49.2M in Q1 2025.
  • 2,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.