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Syntegra Private Wealth Group’s Visa V Stock Holding History

Syntegra Private Wealth 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 		$3.34M Sell
9,723
-527
-5% -$169K 0.26% 34
2026
Q1 		$3.1M Sell
10,250
-294
-3% -$94.5K 0.29% 35
2025
Q4 		$3.7M Buy
10,544
+151
+1% +$51.4K 0.34% 34
2025
Q3 		$3.55M Buy
10,393
+171
+2% +$59.2K 0.33% 34
2025
Q2 		$3.63M Buy
10,222
+124
+1% +$43.2K 0.37% 29
2025
Q1 		$3.54M Buy
10,098
+8
+0.1% +$2.71K 0.41% 25
2024
Q4 		$3.19M Sell
10,090
-424
-4% -$127K 0.36% 28
2024
Q3 		$2.89M Buy
10,514
+208
+2% +$56.2K 0.33% 27
2024
Q2 		$2.71M Sell
10,306
-28
-0.3% -$7.67K 0.34% 26
2024
Q1 		$2.88M Buy
10,334
+18
+0.2% +$4.97K 0.37% 24
2023
Q4 		$2.69M Buy
10,316
+181
+2% +$44.6K 0.38% 24
2023
Q3 		$2.33M Sell
10,135
-596
-6% -$143K 0.37% 26
2023
Q2 		$2.55M Buy
10,731
+32
+0.3% +$7.32K 0.39% 26
2023
Q1 		$2.41M Buy
10,699
+194
+2% +$43.2K 0.43% 25
2022
Q4 		$2.19M Buy
+10,505
New +$2.12M 0.44% 25

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

Syntegra Private Wealth Group's V Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Visa (V) stake by 5.1% in Q2 2026, selling an estimated $169K and leaving 9,723 shares worth $3.34M. The position accounts for 0.26% of the portfolio, ranked #34.

Syntegra Private Wealth Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Syntegra Private Wealth Group held 9,723 shares of Visa worth $3.34M as of Q2 2026.
  • Syntegra Private Wealth Group sold 527 Visa shares in Q2 2026, an estimated $169K.
  • Visa made up 0.26% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Syntegra Private Wealth Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Visa position peaked at $3.7M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.