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SteelPeak Wealth’s Visa V Stock Holding History

SteelPeak Wealth’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
2024
Q4 		– Hold
0
– -$275K – 635
2024
Q3 		– Hold
0
– – – 402
2020
Q4 		– Sell
-100
Closed -$20K – 366
2020
Q3 		$20K Hold
100
– – ﹤0.01% 292
2020
Q2 		$19K Buy
+100
New +$18.3K ﹤0.01% 267

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SteelPeak Wealth's V Position: Q2 2026 in Review

SteelPeak Wealth increased its Visa (V) stake by 8.2% in Q2 2026, buying an estimated $836K and bringing the position to 34,369 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #74.

SteelPeak Wealth first reported a position in V in Q4 2019 and has held it in 27 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SteelPeak Wealth held 34,369 shares of Visa worth $11.8M as of Q2 2026.
  • SteelPeak Wealth bought 2,604 Visa shares in Q2 2026, an estimated $836K.
  • Visa made up 0.31% of SteelPeak Wealth's portfolio in Q2 2026, its #74 holding.
  • SteelPeak Wealth first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.