TWA
V icon

TCI Wealth Advisors’s Visa V Stock Holding History

TCI Wealth Advisors’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 		$1.27M Buy
3,688
+60
+2% +$19.3K 0.05% 97
2026
Q1 		$1.1M Sell
3,628
-150
-4% -$48.2K 0.06% 97
2025
Q4 		$1.32M Sell
3,778
-25
-0.7% -$8.52K 0.07% 82
2025
Q3 		$1.3M Buy
3,803
+303
+9% +$105K 0.08% 91
2025
Q2 		$1.24M Sell
3,500
-576
-14% -$201K 0.09% 85
2025
Q1 		$1.43M Sell
4,076
-788
-16% -$267K 0.11% 64
2024
Q4 		$1.54M Sell
4,864
-211
-4% -$63.4K 0.13% 63
2024
Q3 		$1.4M Buy
5,075
+98
+2% +$26.5K 0.12% 68
2024
Q2 		$1.31M Sell
4,977
-335
-6% -$91.8K 0.12% 63
2024
Q1 		$1.48M Buy
5,312
+205
+4% +$56.6K 0.15% 59
2023
Q4 		$1.33M Buy
5,107
+40
+0.8% +$9.86K 0.14% 60
2023
Q3 		$1.17M Buy
5,067
+353
+7% +$84.9K 0.15% 61
2023
Q2 		$1.12M Sell
4,714
-19
-0.4% -$4.35K 0.14% 68
2023
Q1 		$1.07M Sell
4,733
-70
-1% -$15.6K 0.14% 64
2022
Q4 		$998K Buy
4,803
+408
+9% +$82.3K 0.14% 64
2022
Q3 		$781K Buy
4,395
+164
+4% +$33.4K 0.13% 69
2022
Q2 		$833K Sell
4,231
-23
-0.5% -$4.75K 0.13% 70
2022
Q1 		$943K Sell
4,254
-166
-4% -$35.9K 0.14% 68
2021
Q4 		$958K Sell
4,420
-569
-11% -$122K 0.14% 66
2021
Q3 		$1.11M Sell
4,989
-685
-12% -$161K 0.17% 60
2021
Q2 		$1.33M Buy
5,674
+2,209
+64% +$505K 0.22% 50
2021
Q1 		$734K Sell
3,465
-5
-0.1% -$1.05K 0.31% 69
2020
Q4 		$759K Buy
3,470
+38
+1% +$7.78K 0.34% 66
2020
Q3 		$686K Sell
3,432
-154
-4% -$30.8K 0.27% 66
2020
Q2 		$693K Sell
3,586
-148
-4% -$27K 0.3% 63
2020
Q1 		$602K Buy
3,734
+315
+9% +$59.3K 0.3% 66
2019
Q4 		$642K Buy
3,419
+434
+15% +$78.2K 0.25% 71
2019
Q3 		$513K Sell
2,985
-95
-3% -$16.9K 0.23% 78
2019
Q2 		$535K Sell
3,080
-34
-1% -$5.57K 0.24% 78
2019
Q1 		$486K Sell
3,114
-506
-14% -$72.9K 0.21% 88
2018
Q4 		$478K Buy
3,620
+102
+3% +$14.1K 0.23% 84
2018
Q3 		$528K Sell
3,518
-24
-0.7% -$3.41K 0.22% 84
2018
Q2 		$469K Buy
3,542
+152
+4% +$19.6K 0.21% 86
2018
Q1 		$406K Hold
3,390
– – 0.19% 93
2017
Q4 		$387K Buy
3,390
+423
+14% +$46.7K 0.17% 104
2017
Q3 		$312K Sell
2,967
-156
-5% -$15.8K 0.15% 106
2017
Q2 		$293K Buy
3,123
+162
+5% +$15K 0.15% 105
2017
Q1 		$263K Buy
2,961
+78
+3% +$6.71K 0.14% 108
2016
Q4 		$225K Buy
2,883
+279
+11% +$22.4K 0.12% 127
2016
Q3 		$215K Sell
2,604
-16
-0.6% -$1.28K 0.12% 124
2016
Q2 		$194K Hold
2,620
– – 0.11% 127
2016
Q1 		$200K Sell
2,620
-226
-8% -$16.4K 0.11% 130
2015
Q4 		$221K Buy
2,846
+1,945
+216% +$151K 0.12% 122
2015
Q3 		$63K Sell
901
-3
-0.3% -$214 0.04% 250
2015
Q2 		$61K Buy
904
+412
+84% +$27.9K 0.03% 258
2015
Q1 		$32K Sell
492
-84
-15% -$5.55K 0.02% 290
2014
Q4 		$38K Buy
576
+120
+26% +$7.22K 0.02% 272
2014
Q3 		$24K Hold
456
– – 0.02% 316
2014
Q2 		$24K Hold
456
– – 0.01% 328
2014
Q1 		$25K Sell
456
-1,364
-75% -$75.8K 0.02% 305
2013
Q4 		$101K Buy
1,820
+1,364
+299% +$68.8K 0.06% 161
2013
Q3 		$22K Hold
456
– – 0.02% 287
2013
Q2 		$21K Buy
+456
New +$20K 0.02% 300

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

TCI Wealth Advisors's V Position: Q2 2026 in Review

TCI Wealth Advisors increased its Visa (V) stake by 1.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,688 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #97.

TCI Wealth Advisors first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.54M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TCI Wealth Advisors held 3,688 shares of Visa worth $1.27M as of Q2 2026.
  • TCI Wealth Advisors bought 60 Visa shares in Q2 2026, an estimated $19.3K.
  • Visa made up 0.05% of TCI Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • TCI Wealth Advisors first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Visa position peaked at $1.54M in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.