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Traveka Wealth’s Visa V Stock Holding History

Traveka Wealth’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 		$897K Buy
2,616
+73
+3% +$23.4K 0.3% 69
2026
Q1 		$768K Sell
2,543
-3
-0.1% -$965 0.29% 68
2025
Q4 		$893K Sell
2,546
-127
-5% -$43.3K 0.36% 53
2025
Q3 		$912K Buy
2,673
+54
+2% +$18.7K 0.41% 47
2025
Q2 		$930K Sell
2,619
-22
-0.8% -$7.67K 0.49% 41
2025
Q1 		$926K Sell
2,641
-14
-0.5% -$4.74K 0.52% 42
2024
Q4 		$839K Buy
2,655
+49
+2% +$14.7K 0.46% 44
2024
Q3 		$717K Buy
2,606
+85
+3% +$23K 0.36% 45
2024
Q2 		$662K Buy
2,521
+69
+3% +$18.9K 0.32% 45
2024
Q1 		$684K Sell
2,452
-906
-27% -$250K 0.32% 44
2023
Q4 		$874K Buy
+3,358
New +$828K 0.44% 41

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

Traveka Wealth's V Position: Q2 2026 in Review

Traveka Wealth increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $23.4K and bringing the position to 2,616 shares worth $897K. The position accounts for 0.3% of the portfolio, ranked #69.

Traveka Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $930K in Q2 2025. 2,316 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Traveka Wealth held 2,616 shares of Visa worth $897K as of Q2 2026.
  • Traveka Wealth bought 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.3% of Traveka Wealth's portfolio in Q2 2026, its #69 holding.
  • Traveka Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Visa position peaked at $930K in Q2 2025.
  • 2,316 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.