SI
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Scharf Investments’s Visa V Stock Holding History

Scharf Investments’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 		$115M Sell
335,988
-29,873
-8% -$9.59M 3.81% 8
2026
Q1 		$111M Sell
365,861
-37,712
-9% -$12.1M 3.41% 12
2025
Q4 		$142M Sell
403,573
-40,300
-9% -$13.7M 3.8% 9
2025
Q3 		$152M Sell
443,873
-30,955
-7% -$10.7M 3.81% 10
2025
Q2 		$169M Sell
474,828
-21,764
-4% -$7.59M 4.86% 8
2025
Q1 		$174M Sell
496,592
-13,031
-3% -$4.41M 5.26% 5
2024
Q4 		$161M Sell
509,623
-35,019
-6% -$10.5M 4.78% 7
2024
Q3 		$150M Sell
544,642
-28,858
-5% -$7.8M 4.12% 11
2024
Q2 		$151M Sell
573,500
-40,596
-7% -$11.1M 4.29% 9
2024
Q1 		$171M Sell
614,096
-22,637
-4% -$6.25M 4.64% 10
2023
Q4 		$166M Buy
636,733
+43,829
+7% +$10.8M 4.55% 10
2023
Q3 		$136M Buy
592,904
+584,622
+7,059% +$141M 4.08% 14
2023
Q2 		$1.97M Buy
8,282
+486
+6% +$111K 0.06% 33
2023
Q1 		$1.76M Sell
7,796
-188
-2% -$41.8K 0.06% 32
2022
Q4 		$1.66M Buy
7,984
+80
+1% +$16.1K 0.05% 31
2022
Q3 		$1.4M Sell
7,904
-198
-2% -$40.3K 0.05% 32
2022
Q2 		$1.59M Sell
8,102
-288
-3% -$59.5K 0.05% 30
2022
Q1 		$1.86M Buy
8,390
+1,411
+20% +$305K 0.06% 28
2021
Q4 		$1.51M Sell
6,979
-965
-12% -$207K 0.04% 36
2021
Q3 		$1.77M Buy
7,944
+1,322
+20% +$310K 0.06% 34
2021
Q2 		$1.55M Buy
6,622
+1,796
+37% +$411K 0.05% 34
2021
Q1 		$1.02M Buy
4,826
+2,059
+74% +$433K 0.04% 33
2020
Q4 		$605K Buy
2,767
+1,066
+63% +$218K 0.02% 35
2020
Q3 		$340K Buy
1,701
+532
+46% +$106K 0.01% 34
2020
Q2 		$226K Buy
+1,169
New +$214K 0.01% 34
2019
Q4 		– Sell
-1,369
Closed -$235K – 38
2019
Q3 		$235K Buy
+1,369
New +$244K 0.01% 37
2019
Q2 		– Sell
-1,745
Closed -$273K – 47
2019
Q1 		$273K Buy
+1,745
New +$251K 0.01% 41
2018
Q2 		– Sell
-189,850
Closed -$22.7M – 46
2018
Q1 		$22.7M Sell
189,850
-26,753
-12% -$3.24M 0.64% 26
2017
Q4 		$24.7M Sell
216,603
-15,501
-7% -$1.71M 0.56% 29
2017
Q3 		$24.4M Sell
232,104
-2,273
-1% -$231K 0.59% 26
2017
Q2 		$22M Buy
234,377
+225,122
+2,432% +$20.9M 0.52% 26
2017
Q1 		$822K Buy
9,255
+4,670
+102% +$402K 0.02% 37
2016
Q4 		$358K Buy
+4,585
New +$369K 0.01% 38
2016
Q3 		– Sell
-27,340
Closed -$2.03M – 56
2016
Q2 		$2.03M Hold
27,340
– – 0.05% 34
2016
Q1 		$2.09M Hold
27,340
– – 0.05% 35
2015
Q4 		$2.12M Hold
27,340
– – 0.05% 33
2015
Q3 		$1.91M Hold
27,340
– – 0.05% 34
2015
Q2 		$1.84M Hold
27,340
– – 0.05% 33
2015
Q1 		$1.79M Hold
27,340
– – 0.05% 32
2014
Q4 		$1.79M Buy
+27,340
New +$1.65M 0.05% 29

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments's V Position: Q2 2026 in Review

Scharf Investments reduced its Visa (V) stake by 8.2% in Q2 2026, selling an estimated $9.59M and leaving 335,988 shares worth $115M. The position accounts for 3.81% of the portfolio, ranked #8.

Scharf Investments first reported a position in V in Q4 2014 and has held it in 40 quarters since. The position peaked at $174M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Scharf Investments held 335,988 shares of Visa worth $115M as of Q2 2026.
  • Scharf Investments sold 29,873 Visa shares in Q2 2026, an estimated $9.59M.
  • Visa made up 3.81% of Scharf Investments's portfolio in Q2 2026, its #8 holding.
  • Scharf Investments first reported a position in Visa in Q4 2014 and has held it in 40 quarters since.
  • Scharf Investments's Visa position peaked at $174M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.