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Tamar Securities’s Visa V Stock Holding History

Tamar Securities’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 		$27.6M Sell
80,432
-2,717
-3% -$872K 2.58% 11
2026
Q1 		$25.1M Buy
83,149
+11,618
+16% +$3.74M 2.69% 15
2025
Q4 		$25.1M Buy
71,531
+2,037
+3% +$694K 2.65% 16
2025
Q3 		$23.7M Buy
69,494
+1,552
+2% +$537K 2.7% 15
2025
Q2 		$24.1M Buy
67,942
+557
+0.8% +$194K 2.92% 11
2025
Q1 		$23.6M Buy
67,385
+7,856
+13% +$2.66M 3.2% 9
2024
Q4 		$18.8M Sell
59,529
-286
-0.5% -$86K 2.59% 15
2024
Q3 		$16.4M Buy
59,815
+20,225
+51% +$5.47M 2.31% 21
2024
Q2 		$10.4M Sell
39,590
-195
-0.5% -$53.4K 1.68% 28
2024
Q1 		$11.1M Sell
39,785
-1,682
-4% -$464K 1.87% 27
2023
Q4 		$10.8M Buy
41,467
+3,435
+9% +$847K 2.12% 25
2023
Q3 		$8.75M Buy
+38,032
New +$9.14M 2.11% 26

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tamar Securities's V Position: Q2 2026 in Review

Tamar Securities reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $872K and leaving 80,432 shares worth $27.6M. The position accounts for 2.58% of the portfolio, ranked #11.

Tamar Securities first reported a position in V in Q3 2023 and has held it in 12 quarters since. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tamar Securities held 80,432 shares of Visa worth $27.6M as of Q2 2026.
  • Tamar Securities sold 2,717 Visa shares in Q2 2026, an estimated $872K.
  • Visa made up 2.58% of Tamar Securities's portfolio in Q2 2026, its #11 holding.
  • Tamar Securities first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.