SWM
V icon

Segment Wealth Management’s Visa V Stock Holding History

Segment Wealth Management’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
2022
Q2 		– Sell
-400
Closed -$89K – 262
2022
Q1 		$89K Hold
400
– – 0.01% 250
2021
Q4 		$87K Buy
400
+100
+33% +$21.5K 0.01% 250
2021
Q3 		$67K Hold
300
– – 0.01% 220
2021
Q2 		$70K Hold
300
– – 0.01% 225
2021
Q1 		$64K Buy
+300
New +$63.1K 0.01% 221

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
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
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

Segment Wealth Management's V Position: Q2 2026 in Review

Segment Wealth Management increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $582K and bringing the position to 68,283 shares worth $23.4M. The position accounts for 1.22% of the portfolio, ranked #21.

Segment Wealth Management first reported a position in V in Q3 2016 and has held it in 40 quarters since. 1,066 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Segment Wealth Management held 68,283 shares of Visa worth $23.4M as of Q2 2026.
  • Segment Wealth Management bought 1,812 Visa shares in Q2 2026, an estimated $582K.
  • Visa made up 1.22% of Segment Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Segment Wealth Management first reported a position in Visa in Q3 2016 and has held it in 40 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.