JMBAI
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J. M. Brown & Associates Inc.’s Visa V Stock Holding History

J. M. Brown & Associates Inc.’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 		$549K Buy
+1,599
New +$513K 0.31% 100

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

J. M. Brown & Associates Inc.'s V Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Visa (V) in Q2 2026: 1,599 shares worth $549K. The stake represents 0.31% of the portfolio and ranks #100 among its holdings.

1,485 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • J. M. Brown & Associates Inc. held 1,599 shares of Visa worth $549K as of Q2 2026.
  • Visa was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Visa made up 0.31% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #100 holding.
  • 1,485 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.