Romano Brothers & Co’s Visa V Stock Holding History

Romano Brothers & Co’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	$2.84M	Sell	8,279 -34	-0.4%	-$10.9K	0.29%	91
2026 Q1	$2.51M	Buy	8,313 +3	+0%	+$965	0.29%	94
2025 Q4	$2.91M	Sell	8,310 -70	-0.8%	-$23.8K	0.33%	85
2025 Q3	$2.86M	Sell	8,380 -200	-2%	-$69.2K	0.33%	86
2025 Q2	$3.05M	Sell	8,580 -94	-1%	-$32.8K	0.38%	75
2025 Q1	$3.04M	Buy	8,674 +68	+0.8%	+$23K	0.39%	78
2024 Q4	$2.72M	Buy	8,606 +116	+1%	+$34.9K	0.34%	87
2024 Q3	$2.33M	Buy	8,490 +145	+2%	+$39.2K	0.29%	101
2024 Q2	$2.19M	Buy	8,345 +259	+3%	+$71K	0.3%	95
2024 Q1	$2.26M	Buy	8,086 +585	+8%	+$162K	0.31%	101
2023 Q4	$1.95M	Sell	7,501 -99	-1%	-$24.4K	0.29%	100
2023 Q3	$1.75M	Buy	7,600 +1,121	+17%	+$269K	0.27%	101
2023 Q2	$1.54M	Sell	6,479 -105	-2%	-$24K	0.23%	117
2023 Q1	$1.48M	Buy	6,584 +9	+0.1%	+$2K	0.23%	117
2022 Q4	$1.37M	Sell	6,575 -8	-0.1%	-$1.61K	0.21%	118
2022 Q3	$1.17M	Buy	+6,583	New	+$1.34M	0.19%	129

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Romano Brothers & Co's V Position: Q2 2026 in Review

Romano Brothers & Co reduced its Visa (V) stake by 0.41% in Q2 2026, selling an estimated $10.9K and leaving 8,279 shares worth $2.84M. The position accounts for 0.29% of the portfolio, ranked #91.

Romano Brothers & Co first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.05M in Q2 2025. 2,307 funds tracked by Wall St. Rank hold V as of Q2 2026.

Romano Brothers & Co held 8,279 shares of Visa worth $2.84M as of Q2 2026.
Romano Brothers & Co sold 34 Visa shares in Q2 2026, an estimated $10.9K.
Visa made up 0.29% of Romano Brothers & Co's portfolio in Q2 2026, its #91 holding.
Romano Brothers & Co first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Visa position peaked at $3.05M in Q2 2025.
2,307 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.