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Turning Point Benefit Group’s Visa V Stock Holding History

Turning Point Benefit Group’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 		$469K Sell
1,365
-640
-32% -$205K 0.2% 70
2026
Q1 		$609K Buy
2,005
+32
+2% +$10.3K 0.39% 51
2025
Q4 		$692K Sell
1,973
-6
-0.3% -$2.04K 0.36% 48
2025
Q3 		$688K Buy
1,979
+322
+19% +$111K 0.42% 48
2025
Q2 		$588K Buy
1,657
+121
+8% +$42.2K 0.45% 44
2025
Q1 		$480K Buy
1,536
+215
+16% +$72.8K 0.45% 33
2024
Q4 		$405K Buy
+1,321
New +$397K 0.39% 33

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

Turning Point Benefit Group's V Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Visa (V) stake by 32% in Q2 2026, selling an estimated $205K and leaving 1,365 shares worth $469K. The position accounts for 0.2% of the portfolio, ranked #70.

Turning Point Benefit Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Turning Point Benefit Group held 1,365 shares of Visa worth $469K as of Q2 2026.
  • Turning Point Benefit Group sold 640 Visa shares in Q2 2026, an estimated $205K.
  • Visa made up 0.2% of Turning Point Benefit Group's portfolio in Q2 2026, its #70 holding.
  • Turning Point Benefit Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Turning Point Benefit Group's Visa position peaked at $692K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.