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Shum Financial Group’s Visa V Stock Holding History

Shum Financial Group’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 		$1.52M Sell
4,437
-8
-0.2% -$2.57K 0.92% 30
2026
Q1 		$1.34M Buy
4,445
+10
+0.2% +$3.22K 0.95% 28
2025
Q4 		$1.56M Buy
4,435
+110
+3% +$37.5K 1.12% 26
2025
Q3 		$1.48M Buy
+4,325
New +$1.5M 1.1% 27
2025
Q1 		$1.48M Buy
4,221
+211
+5% +$71.4K 1.28% 24
2024
Q4 		$1.27M Buy
4,010
+18
+0.5% +$5.41K 1.09% 30
2024
Q3 		$1.17M Buy
+3,992
New +$1.08M 0.98% 32

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shum Financial Group's V Position: Q2 2026 in Review

Shum Financial Group reduced its Visa (V) stake by 0.18% in Q2 2026, selling an estimated $2.57K and leaving 4,437 shares worth $1.52M. The position accounts for 0.92% of the portfolio, ranked #30.

Shum Financial Group first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shum Financial Group held 4,437 shares of Visa worth $1.52M as of Q2 2026.
  • Shum Financial Group sold 8 Visa shares in Q2 2026, an estimated $2.57K.
  • Visa made up 0.92% of Shum Financial Group's portfolio in Q2 2026, its #30 holding.
  • Shum Financial Group first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Visa position peaked at $1.56M in Q4 2025.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.