Prosperity Financial Group’s Visa V Stock Holding History

Prosperity Financial 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	$1.52M	Sell	4,444 -426	-9%	-$137K	0.47%	60
2026 Q1	$1.47M	Buy	4,870 +94	+2%	+$30.2K	0.54%	49
2025 Q4	$1.68M	Sell	4,776 -2,035	-30%	-$693K	0.6%	46
2025 Q3	$2.33M	Buy	6,811 +353	+5%	+$122K	0.85%	38
2025 Q2	$2.29M	Buy	6,458 +997	+18%	+$348K	0.97%	34
2025 Q1	$1.91M	Buy	5,461 +172	+3%	+$58.2K	0.95%	31
2024 Q4	$1.67M	Buy	5,289 +407	+8%	+$122K	0.83%	35
2024 Q3	$1.34M	Buy	4,882 +242	+5%	+$65.4K	0.75%	37
2024 Q2	$1.22M	Sell	4,640 -104	-2%	-$28.5K	0.77%	38
2024 Q1	$1.32M	Buy	4,744 +484	+11%	+$134K	0.82%	36
2023 Q4	$1.11M	Buy	4,260 +556	+15%	+$137K	0.77%	31
2023 Q3	$852K	Buy	3,704 +167	+5%	+$40.1K	0.7%	36
2023 Q2	$840K	Buy	3,537 +107	+3%	+$24.5K	0.74%	35
2023 Q1	$773K	Buy	3,430 +60	+2%	+$13.4K	0.78%	37
2022 Q4	$700K	Buy	+3,370	New	+$680K	0.76%	34

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Prosperity Financial Group's V Position: Q2 2026 in Review

Prosperity Financial Group reduced its Visa (V) stake by 8.7% in Q2 2026, selling an estimated $137K and leaving 4,444 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #60.

Prosperity Financial Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.33M in Q3 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Prosperity Financial Group held 4,444 shares of Visa worth $1.52M as of Q2 2026.
Prosperity Financial Group sold 426 Visa shares in Q2 2026, an estimated $137K.
Visa made up 0.47% of Prosperity Financial Group's portfolio in Q2 2026, its #60 holding.
Prosperity Financial Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Prosperity Financial Group's Visa position peaked at $2.33M in Q3 2025.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.