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TOBAM’s Visa V Stock Holding History

TOBAM’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 		$3.54M Buy
10,318
+1,146
+12% +$368K 0.86% 36
2026
Q1 		$2.77M Sell
9,172
-3,414
-27% -$1.1M 0.72% 45
2025
Q4 		$4.41M Buy
12,586
+9,355
+290% +$3.19M 1.08% 33
2025
Q3 		$1.1M Buy
3,231
+924
+40% +$320K 0.4% 68
2025
Q2 		$819K Buy
2,307
+450
+24% +$157K 0.32% 67
2025
Q1 		$651K Sell
1,857
-2,110
-53% -$714K 0.28% 83
2024
Q4 		$1.25M Sell
3,967
-229
-5% -$68.9K 0.38% 70
2024
Q3 		$1.15M Buy
4,196
+452
+12% +$122K 0.21% 83
2024
Q2 		$983K Sell
3,744
-586
-14% -$161K 0.15% 90
2024
Q1 		$1.21M Buy
4,330
+630
+17% +$174K 0.11% 93
2023
Q4 		$963K Buy
3,700
+145
+4% +$35.7K 0.08% 85
2023
Q3 		$818K Buy
3,555
+51
+1% +$12.3K 0.07% 110
2023
Q2 		$832K Buy
3,504
+39
+1% +$8.93K 0.06% 118
2023
Q1 		$781K Buy
3,465
+1,396
+67% +$311K 0.05% 124
2022
Q4 		$430K Sell
2,069
-213
-9% -$43K 0.03% 148
2022
Q3 		$405K Sell
2,282
-53
-2% -$10.8K 0.03% 163
2022
Q2 		$460K Buy
2,335
+2,321
+16,579% +$480K 0.03% 168
2022
Q1 		$3K Buy
14
+10
+250% +$2.16K ﹤0.01% 426
2021
Q4 		$1K Buy
+4
New +$859 ﹤0.01% 434

Other funds holding V

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
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 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

TOBAM's V Position: Q2 2026 in Review

TOBAM increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $368K and bringing the position to 10,318 shares worth $3.54M. The position accounts for 0.86% of the portfolio, ranked #36.

TOBAM first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.41M in Q4 2025. 2,248 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TOBAM held 10,318 shares of Visa worth $3.54M as of Q2 2026.
  • TOBAM bought 1,146 Visa shares in Q2 2026, an estimated $368K.
  • Visa made up 0.86% of TOBAM's portfolio in Q2 2026, its #36 holding.
  • TOBAM first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • TOBAM's Visa position peaked at $4.41M in Q4 2025.
  • 2,248 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.