Slagle Financial’s Visa V Stock Holding History

Slagle Financial’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	$252K	Sell	734 -13,759	-95%	-$4.42M	0.08%	114
2026 Q1	$4.38M	Buy	14,493 +633	+5%	+$204K	1.45%	20
2025 Q4	$4.86M	Buy	13,860 +274	+2%	+$93.4K	1.7%	15
2025 Q3	$4.64M	Buy	13,586 +505	+4%	+$175K	1.7%	14
2025 Q2	$4.64M	Buy	13,081 +6,224	+91%	+$2.17M	1.87%	11
2025 Q1	$2.4M	Buy	6,857 +35	+0.5%	+$11.8K	1.07%	35
2024 Q4	$2.16M	Buy	6,822 +338	+5%	+$102K	0.97%	41
2024 Q3	$1.78M	Buy	6,484 +680	+12%	+$184K	0.79%	51
2024 Q2	$1.52M	Buy	5,804 +607	+12%	+$166K	0.78%	52
2024 Q1	$1.45M	Sell	5,197 -5,079	-49%	-$1.4M	0.79%	55
2023 Q4	$1.34M	Buy	10,276 +4,959	+93%	+$1.22M	0.77%	56
2023 Q3	$1.22M	Buy	5,317 +474	+10%	+$114K	0.75%	55
2023 Q2	$1.15M	Buy	+4,843	New	+$1.11M	0.72%	57

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Slagle Financial's V Position: Q2 2026 in Review

Slagle Financial reduced its Visa (V) stake by 95% in Q2 2026, selling an estimated $4.42M and leaving 734 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #114.

Slagle Financial first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.86M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Slagle Financial held 734 shares of Visa worth $252K as of Q2 2026.
Slagle Financial sold 13,759 Visa shares in Q2 2026, an estimated $4.42M.
Visa made up 0.08% of Slagle Financial's portfolio in Q2 2026, its #114 holding.
Slagle Financial first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Visa position peaked at $4.86M in Q4 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.