SR
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Syntax Research’s Visa V Stock Holding History

Syntax Research’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 		$489K Buy
1,424
+201
+16% +$64.5K 0.36% 43
2026
Q1 		$370K Sell
1,223
-19
-2% -$6.11K 0.24% 60
2025
Q4 		$436K Sell
1,242
-29
-2% -$9.88K 0.27% 57
2025
Q3 		$434K Buy
1,271
+1
+0.1% +$346 0.28% 58
2025
Q2 		$451K Buy
1,270
+1
+0.1% +$349 0.32% 51
2025
Q1 		$445K Hold
1,269
– – 0.31% 55
2024
Q4 		$401K Buy
1,269
+1
+0.1% +$301 0.29% 54
2024
Q3 		$349K Buy
1,268
+1
+0.1% +$270 0.24% 52
2024
Q2 		$332K Buy
1,267
+1
+0.1% +$274 0.26% 48
2024
Q1 		$353K Buy
1,266
+1
+0.1% +$276 0.27% 50
2023
Q4 		$329K Sell
1,265
-34
-3% -$8.38K 0.28% 49
2023
Q3 		$299K Buy
+1,299
New +$312K 0.24% 51

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Syntax Research's V Position: Q2 2026 in Review

Syntax Research increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,424 shares worth $489K. The position accounts for 0.36% of the portfolio, ranked #43.

Syntax Research first reported a position in V in Q3 2023 and has held it in 12 quarters since. 2,426 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Syntax Research held 1,424 shares of Visa worth $489K as of Q2 2026.
  • Syntax Research bought 201 Visa shares in Q2 2026, an estimated $64.5K.
  • Visa made up 0.36% of Syntax Research's portfolio in Q2 2026, its #43 holding.
  • Syntax Research first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 2,426 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.