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Purkiss Capital Advisors’s Visa V Stock Holding History

Purkiss Capital 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
2026
Q2 		$2.73M Buy
7,958
+24
+0.3% +$7.71K 1.04% 21
2026
Q1 		$2.4M Sell
7,934
-30
-0.4% -$9.65K 1.05% 24
2025
Q4 		$2.79M Buy
7,964
+8
+0.1% +$2.73K 1.31% 16
2025
Q3 		$2.72M Buy
7,956
+132
+2% +$45.7K 1.3% 14
2025
Q2 		$2.78M Buy
7,824
+2,777
+55% +$968K 1.54% 10
2025
Q1 		$1.77M Buy
5,047
+1,559
+45% +$528K 1.34% 14
2024
Q4 		$1.1M Buy
+3,488
New +$1.05M 0.95% 23

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Purkiss Capital Advisors's V Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Visa (V) stake by 0.3% in Q2 2026, buying an estimated $7.71K and bringing the position to 7,958 shares worth $2.73M. The position accounts for 1.04% of the portfolio, ranked #21.

Purkiss Capital Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Purkiss Capital Advisors held 7,958 shares of Visa worth $2.73M as of Q2 2026.
  • Purkiss Capital Advisors bought 24 Visa shares in Q2 2026, an estimated $7.71K.
  • Visa made up 1.04% of Purkiss Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Purkiss Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's Visa position peaked at $2.79M in Q4 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.