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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
2020
Q2 		– Sell
-2,500
Closed -$403K – 1669
2020
Q1 		$403K Buy
+2,500
New +$471K 0.2% 86
2019
Q1 		– Sell
-3,000
Closed -$396K – 1558
2018
Q4 		$396K Buy
3,000
+2,000
+200% +$276K 0.19% 98
2018
Q3 		$150K Buy
+1,000
New +$142K 0.06% 181

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.