Trinity Financial Advisors’s Visa V Stock Holding History

Trinity Financial 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	$279K	Sell	813 -49	-6%	-$15.7K	0.07%	80
2026 Q1	$261K	Hold	862	–	–	0.07%	78
2025 Q4	$302K	Sell	862 -10	-1%	-$3.41K	0.08%	73
2025 Q3	$298K	Hold	872	–	–	0.09%	76
2025 Q2	$309K	Buy	872 +1	+0.1%	+$349	0.09%	74
2025 Q1	$296K	Buy	871 +47	+6%	+$15.9K	0.11%	69
2024 Q4	$259K	Buy	+824	New	+$248K	0.1%	68

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Trinity Financial Advisors's V Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Visa (V) stake by 5.7% in Q2 2026, selling an estimated $15.7K and leaving 813 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #80.

Trinity Financial Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Trinity Financial Advisors held 813 shares of Visa worth $279K as of Q2 2026.
Trinity Financial Advisors sold 49 Visa shares in Q2 2026, an estimated $15.7K.
Visa made up 0.07% of Trinity Financial Advisors's portfolio in Q2 2026, its #80 holding.
Trinity Financial Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Trinity Financial Advisors's Visa position peaked at $309K in Q2 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.