PIM
V icon

Pullen Investment Management’s Visa V Stock Holding History

Pullen 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 		$649K Buy
1,892
+12
+0.6% +$3.85K 0.3% 82
2026
Q1 		$568K Buy
1,880
+9
+0.5% +$2.89K 0.29% 83
2025
Q4 		$656K Buy
1,871
+22
+1% +$7.5K 0.35% 78
2025
Q3 		$631K Buy
1,849
+66
+4% +$22.8K 0.34% 79
2025
Q2 		$633K Sell
1,783
-62
-3% -$21.6K 0.38% 81
2025
Q1 		$647K Buy
1,845
+80
+5% +$27.1K 0.41% 80
2024
Q4 		$558K Buy
1,765
+115
+7% +$34.6K 0.36% 84
2024
Q3 		$454K Buy
1,650
+29
+2% +$7.84K 0.33% 82
2024
Q2 		$425K Buy
1,621
+186
+13% +$51K 0.35% 82
2024
Q1 		$400K Buy
+1,435
New +$396K 0.34% 81

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

Pullen Investment Management's V Position: Q2 2026 in Review

Pullen Investment Management increased its Visa (V) stake by 0.64% in Q2 2026, buying an estimated $3.85K and bringing the position to 1,892 shares worth $649K. The position accounts for 0.3% of the portfolio, ranked #82.

Pullen Investment Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $656K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pullen Investment Management held 1,892 shares of Visa worth $649K as of Q2 2026.
  • Pullen Investment Management bought 12 Visa shares in Q2 2026, an estimated $3.85K.
  • Visa made up 0.3% of Pullen Investment Management's portfolio in Q2 2026, its #82 holding.
  • Pullen Investment Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Visa position peaked at $656K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.