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Spinnaker Investment Group’s Visa V Stock Holding History

Spinnaker Investment 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 		$419K Buy
1,222
+220
+22% +$70.6K 0.07% 112
2026
Q1 		$303K Sell
1,002
-86
-8% -$27.7K 0.06% 106
2025
Q4 		$382K Buy
1,088
+32
+3% +$10.9K 0.07% 110
2025
Q3 		$360K Buy
1,056
+101
+11% +$35K 0.07% 111
2025
Q2 		$339K Sell
955
-154
-14% -$53.7K 0.08% 73
2025
Q1 		$388K Buy
1,109
+140
+14% +$47.4K 0.09% 70
2024
Q4 		$306K Sell
969
-26
-3% -$7.82K 0.07% 78
2024
Q3 		$274K Buy
995
+68
+7% +$18.4K 0.07% 78
2024
Q2 		$243K Buy
927
+80
+9% +$21.9K 0.07% 73
2024
Q1 		$236K Buy
847
+30
+4% +$8.28K 0.07% 76
2023
Q4 		$213K Buy
+817
New +$201K 0.06% 77
2023
Q3 		– Sell
-866
Closed -$206K – 87
2023
Q2 		$206K Sell
866
-50
-5% -$11.4K 0.07% 82
2023
Q1 		$207K Buy
+916
New +$204K 0.07% 81

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
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 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Spinnaker Investment Group's V Position: Q2 2026 in Review

Spinnaker Investment Group increased its Visa (V) stake by 22% in Q2 2026, buying an estimated $70.6K and bringing the position to 1,222 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #112.

Spinnaker Investment Group first reported a position in V in Q1 2023 and has held it in 13 quarters since. 2,220 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Spinnaker Investment Group held 1,222 shares of Visa worth $419K as of Q2 2026.
  • Spinnaker Investment Group bought 220 Visa shares in Q2 2026, an estimated $70.6K.
  • Visa made up 0.07% of Spinnaker Investment Group's portfolio in Q2 2026, its #112 holding.
  • Spinnaker Investment Group first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.