PMIM
V icon

Prudent Man Investment Management’s Visa V Stock Holding History

Prudent Man Investment Management’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 		$22.1K Hold
63
– – 0.01% 76
2026
Q1 		$22.1K Hold
63
– – 0.01% 76
2025
Q4 		$22.1K Buy
63
+29
+85% +$9.88K 0.01% 77
2025
Q3 		$10.7K Hold
34
– – 0.01% 88
2025
Q2 		$10.7K Hold
34
– – 0.01% 88
2025
Q1 		$10.7K Hold
34
– – 0.01% 88
2024
Q4 		$10.7K Buy
+34
New +$10.2K 0.01% 88

Other funds holding V

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
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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Prudent Man Investment Management's V Position: Q2 2026 in Review

Prudent Man Investment Management held its Visa (V) position steady in Q2 2026 at 63 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #76.

Prudent Man Investment Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,319 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prudent Man Investment Management held 63 shares of Visa worth $22.1K as of Q2 2026.
  • Prudent Man Investment Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #76 holding.
  • Prudent Man Investment Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.