PF
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Prota Financial’s Visa V Stock Holding History

Prota Financial’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 		$764K Buy
2,175
+69
+3% +$22.2K 0.5% 31
2026
Q1 		$637K Buy
2,106
+259
+14% +$83.3K 0.46% 31
2025
Q4 		$648K Buy
+1,847
New +$629K 0.47% 22

Other funds holding V

Ninety One (UK)
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prota Financial's V Position: Q2 2026 in Review

Prota Financial increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,175 shares worth $764K. The position accounts for 0.5% of the portfolio, ranked #31.

Prota Financial first reported a position in V in Q4 2025 and has held it in 3 quarters since. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prota Financial held 2,175 shares of Visa worth $764K as of Q2 2026.
  • Prota Financial bought 69 Visa shares in Q2 2026, an estimated $22.2K.
  • Visa made up 0.5% of Prota Financial's portfolio in Q2 2026, its #31 holding.
  • Prota Financial first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.