Symphony Financial Services’s Visa V Stock Holding History

Symphony Financial Services’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	$3.58M	Sell	10,435 -38	-0.4%	-$12.2K	1.61%	18
2026 Q1	$3.17M	Sell	10,473 -371	-3%	-$119K	1.63%	15
2025 Q4	$3.8M	Sell	10,844 -36	-0.3%	-$12.3K	1.95%	14
2025 Q3	$3.71M	Sell	10,880 -288	-3%	-$99.7K	2%	16
2025 Q2	$3.97M	Buy	11,168 +595	+6%	+$207K	2.37%	14
2025 Q1	$3.71M	Sell	10,573 -269	-2%	-$91K	2.42%	12
2024 Q4	$3.43M	Sell	10,842 -247	-2%	-$74.3K	2.75%	11
2024 Q3	$3.05M	Buy	11,089 +63	+0.6%	+$17K	2.59%	12
2024 Q2	$2.94M	Buy	+11,026	New	+$3.02M	2.52%	11

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

Symphony Financial Services's V Position: Q2 2026 in Review

Symphony Financial Services reduced its Visa (V) stake by 0.36% in Q2 2026, selling an estimated $12.2K and leaving 10,435 shares worth $3.58M. The position accounts for 1.61% of the portfolio, ranked #18.

Symphony Financial Services first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.97M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Symphony Financial Services held 10,435 shares of Visa worth $3.58M as of Q2 2026.
Symphony Financial Services sold 38 Visa shares in Q2 2026, an estimated $12.2K.
Visa made up 1.61% of Symphony Financial Services's portfolio in Q2 2026, its #18 holding.
Symphony Financial Services first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Visa position peaked at $3.97M in Q2 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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