TNA
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True North Advisors’s Visa V Stock Holding History

True North 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 		$6.69M Sell
19,506
-283
-1% -$90.9K 0.64% 33
2026
Q1 		$5.98M Buy
19,789
+2,145
+12% +$690K 0.68% 32
2025
Q4 		$6.19M Buy
17,644
+660
+4% +$225K 0.8% 28
2025
Q3 		$5.8M Buy
16,984
+1,860
+12% +$644K 0.92% 19
2025
Q2 		$5.37M Sell
15,124
-1,054
-7% -$367K 1.03% 17
2025
Q1 		$5.67M Sell
16,178
-1,398
-8% -$473K 1.01% 16
2024
Q4 		$5.55M Buy
17,576
+12,712
+261% +$3.82M 1.31% 8
2024
Q3 		$1.34M Sell
4,864
-107
-2% -$28.9K 0.35% 48
2024
Q2 		$1.3M Sell
4,971
-28
-0.6% -$7.67K 0.35% 44
2024
Q1 		$1.4M Sell
4,999
-328
-6% -$90.6K 0.39% 43
2023
Q4 		$1.39M Sell
5,327
-116
-2% -$28.6K 0.36% 45
2023
Q3 		$1.25M Buy
5,443
+416
+8% +$100K 0.39% 50
2023
Q2 		$1.19M Buy
5,027
+1,857
+59% +$425K 0.34% 57
2023
Q1 		$715K Buy
3,170
+277
+10% +$61.7K 0.21% 107
2022
Q4 		$601K Buy
2,893
+7
+0.2% +$1.41K 0.21% 101
2022
Q3 		$512K Sell
2,886
-1,680
-37% -$342K 0.17% 114
2022
Q2 		$899K Buy
4,566
+392
+9% +$81K 0.28% 81
2022
Q1 		$925K Sell
4,174
-129
-3% -$27.9K 0.25% 86
2021
Q4 		$932K Buy
4,303
+283
+7% +$60.8K 0.16% 115
2021
Q3 		$895K Sell
4,020
-11
-0.3% -$2.58K 0.18% 111
2021
Q2 		$942K Buy
4,031
+159
+4% +$36.3K 0.2% 99
2021
Q1 		$819K Sell
3,872
-151
-4% -$31.8K 0.19% 96
2020
Q4 		$879K Sell
4,023
-666
-14% -$136K 0.23% 85
2020
Q3 		$937K Buy
4,689
+570
+14% +$114K 0.27% 77
2020
Q2 		$795K Buy
4,119
+110
+3% +$20.1K 0.19% 90
2020
Q1 		$645K Buy
4,009
+1
+0% +$188 0.22% 62
2019
Q4 		$753K Buy
+4,008
New +$722K 0.21% 60

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

True North Advisors's V Position: Q2 2026 in Review

True North Advisors reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $90.9K and leaving 19,506 shares worth $6.69M. The position accounts for 0.64% of the portfolio, ranked #33.

True North Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • True North Advisors held 19,506 shares of Visa worth $6.69M as of Q2 2026.
  • True North Advisors sold 283 Visa shares in Q2 2026, an estimated $90.9K.
  • Visa made up 0.64% of True North Advisors's portfolio in Q2 2026, its #33 holding.
  • True North Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.