Secured Retirement Advisors’s Visa V Stock Holding History

Secured Retirement 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	$1.67M	Buy	4,872 +2,925	+150%	+$939K	0.86%	40
2026 Q1	$588K	Sell	1,947 -3,202	-62%	-$1.03M	0.33%	98
2025 Q4	$1.81M	Buy	5,149 +249	+5%	+$84.8K	1.01%	29
2025 Q3	$1.67M	Buy	4,900 +195	+4%	+$67.5K	0.93%	30
2025 Q2	$1.67M	Buy	4,705 +364	+8%	+$127K	1%	31
2025 Q1	$1.52M	Sell	4,341 -2,996	-41%	-$1.01M	0.98%	29
2024 Q4	$2.32M	Buy	7,337 +344	+5%	+$103K	1.33%	14
2024 Q3	$1.92M	Buy	6,993 +1,697	+32%	+$459K	1.39%	31
2024 Q2	$1.39M	Buy	5,296 +4,546	+606%	+$1.25M	1.08%	38
2024 Q1	$209K	Buy	+750	New	+$207K	0.18%	106

Other funds holding V

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Secured Retirement Advisors's V Position: Q2 2026 in Review

Secured Retirement Advisors increased its Visa (V) stake by 150% in Q2 2026, buying an estimated $939K and bringing the position to 4,872 shares worth $1.67M. The position accounts for 0.86% of the portfolio, ranked #40.

Secured Retirement Advisors first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.32M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

Secured Retirement Advisors held 4,872 shares of Visa worth $1.67M as of Q2 2026.
Secured Retirement Advisors bought 2,925 Visa shares in Q2 2026, an estimated $939K.
Visa made up 0.86% of Secured Retirement Advisors's portfolio in Q2 2026, its #40 holding.
Secured Retirement Advisors first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
Secured Retirement Advisors's Visa position peaked at $2.32M in Q4 2024.
1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.