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Putney Financial Group’s Visa V Stock Holding History

Putney 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 		$1.7M Sell
4,963
-128
-3% -$41.1K 1.53% 15
2026
Q1 		$1.54M Sell
5,091
-253
-5% -$81.4K 1.55% 12
2025
Q4 		$1.87M Buy
5,344
+8
+0.1% +$2.73K 1.75% 10
2025
Q3 		$1.82M Sell
5,336
-152
-3% -$52.6K 1.81% 11
2025
Q2 		$1.95M Sell
5,488
-11
-0.2% -$3.83K 1.97% 9
2025
Q1 		$1.93M Sell
5,499
-10
-0.2% -$3.38K 2.03% 8
2024
Q4 		$1.74M Buy
+5,509
New +$1.66M 1.55% 12

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

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

Putney Financial Group reduced its Visa (V) stake by 2.5% in Q2 2026, selling an estimated $41.1K and leaving 4,963 shares worth $1.7M. The position accounts for 1.53% of the portfolio, ranked #15.

Putney Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Putney Financial Group held 4,963 shares of Visa worth $1.7M as of Q2 2026.
  • Putney Financial Group sold 128 Visa shares in Q2 2026, an estimated $41.1K.
  • Visa made up 1.53% of Putney Financial Group's portfolio in Q2 2026, its #15 holding.
  • Putney Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Visa position peaked at $1.95M in Q2 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.