Union Savings Bank’s Visa V Stock Holding History

Union Savings Bank’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	$256K	Sell	746 -76	-9%	-$24.4K	0.1%	111
2026 Q1	$248K	Hold	822	–	–	0.11%	117
2025 Q4	$288K	Buy	+822	New	+$280K	0.12%	109
2025 Q2	$298K	Sell	864 -9	-1%	-$3.14K	0.14%	107
2025 Q1	$306K	Hold	873	–	–	0.15%	105
2024 Q4	$276K	Hold	873	–	–	0.14%	107
2024 Q3	$240K	Buy	873 +9	+1%	+$2.43K	0.12%	117
2024 Q2	$227K	Buy	864 +76	+10%	+$20.8K	0.12%	118
2024 Q1	$220K	Hold	788	–	–	0.12%	119
2023 Q4	$205K	Buy	788 +125	+19%	+$30.8K	0.12%	124
2023 Q3	$152K	Buy	663 +100	+18%	+$24K	0.1%	138
2023 Q2	$134K	Buy	+563	New	+$129K	0.08%	145

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

Union Savings Bank's V Position: Q2 2026 in Review

Union Savings Bank reduced its Visa (V) stake by 9.2% in Q2 2026, selling an estimated $24.4K and leaving 746 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #111.

Union Savings Bank first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $306K in Q1 2025. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

Union Savings Bank held 746 shares of Visa worth $256K as of Q2 2026.
Union Savings Bank sold 76 Visa shares in Q2 2026, an estimated $24.4K.
Visa made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #111 holding.
Union Savings Bank first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Visa position peaked at $306K in Q1 2025.
2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.