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Regent Peak Wealth Advisors’s Visa V Stock Holding History

Regent Peak Wealth 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 		$1.83M Buy
5,336
+123
+2% +$39.5K 0.34% 42
2026
Q1 		$1.58M Sell
5,213
-104
-2% -$33.4K 0.32% 41
2025
Q4 		$1.86M Buy
5,317
+36
+0.7% +$12.3K 0.37% 36
2025
Q3 		$1.8M Buy
+5,281
New +$1.83M 0.36% 39
2025
Q1 		$1.73M Buy
4,928
+1
+0% +$338 0.41% 34
2024
Q4 		$1.56M Buy
4,927
+121
+3% +$36.4K 0.35% 39
2024
Q3 		$1.32M Sell
4,806
-44
-0.9% -$11.9K 0.3% 58
2024
Q2 		$1.27M Buy
4,850
+112
+2% +$30.7K 0.29% 59
2024
Q1 		$1.32M Sell
4,738
-143
-3% -$39.5K 0.34% 51
2023
Q4 		$1.27M Sell
4,881
-77
-2% -$19K 0.34% 52
2023
Q3 		$1.14M Sell
4,958
-9
-0.2% -$2.16K 0.35% 54
2023
Q2 		$1.18M Sell
4,967
-76
-2% -$17.4K 0.34% 53
2023
Q1 		$1.14M Sell
5,043
-148
-3% -$32.9K 0.35% 50
2022
Q4 		$1.08M Buy
5,191
+155
+3% +$31.3K 0.35% 53
2022
Q3 		$894K Sell
5,036
-237
-4% -$48.2K 0.31% 58
2022
Q2 		$1.04M Buy
5,273
+185
+4% +$38.2K 0.34% 56
2022
Q1 		$1.13M Buy
5,088
+59
+1% +$12.8K 0.32% 52
2021
Q4 		$1.09M Sell
5,029
-45
-0.9% -$9.66K 0.3% 55
2021
Q3 		$1.13M Buy
5,074
+10
+0.2% +$2.35K 0.32% 56
2021
Q2 		$1.25M Buy
5,064
+31
+0.6% +$7.09K 0.35% 54
2021
Q1 		$1.06M Buy
5,033
+309
+7% +$65K 0.35% 55
2020
Q4 		$1.03M Buy
4,724
+522
+12% +$107K 0.34% 56
2020
Q3 		$840K Buy
4,202
+70
+2% +$14K 0.36% 54
2020
Q2 		$798K Buy
4,132
+727
+21% +$133K 0.36% 54
2020
Q1 		$548K Buy
3,405
+836
+33% +$157K 0.31% 61
2019
Q4 		$482K Buy
+2,569
New +$463K 0.22% 74

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

Regent Peak Wealth Advisors's V Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $39.5K and bringing the position to 5,336 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #42.

Regent Peak Wealth Advisors first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Regent Peak Wealth Advisors held 5,336 shares of Visa worth $1.83M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 123 Visa shares in Q2 2026, an estimated $39.5K.
  • Visa made up 0.34% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Regent Peak Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Visa position peaked at $1.86M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.