Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.16M Buy
14,990
+4,449
+42% +$1.43M 1.94% 14
2026
Q1
$3.18M Hold
10,541
1.47% 27
2025
Q4
$3.72M Sell
10,541
-148
-1% -$50.4K 1.73% 20
2025
Q3
$3.65M Hold
10,689
1.69% 19
2025
Q2
$3.78M Sell
10,689
-1,570
-13% -$547K 1.82% 20
2025
Q1
$4.29M Buy
+12,259
New +$4.15M 2.2% 8

Other funds holding V

SSA Swiss Advisors's V Position: Q2 2026 in Review

SSA Swiss Advisors increased its Visa (V) stake by 42% in Q2 2026, buying an estimated $1.43M and bringing the position to 14,990 shares worth $5.16M. The position accounts for 1.94% of the portfolio, ranked #14.

SSA Swiss Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SSA Swiss Advisors held 14,990 shares of Visa worth $5.16M as of Q2 2026.
  • SSA Swiss Advisors bought 4,449 Visa shares in Q2 2026, an estimated $1.43M.
  • Visa made up 1.94% of SSA Swiss Advisors's portfolio in Q2 2026, its #14 holding.
  • SSA Swiss Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.