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Wall Street Financial Group’s Visa V Stock Holding History

Wall Street Financial 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 		$828K Buy
2,413
+515
+27% +$165K 0.44% 49
2026
Q1 		$574K Buy
1,898
+88
+5% +$28.3K 0.34% 51
2025
Q4 		$635K Buy
1,810
+141
+8% +$48K 0.46% 35
2025
Q3 		$570K Buy
1,669
+151
+10% +$52.3K 0.42% 36
2025
Q2 		$539K Buy
+1,518
New +$529K 0.49% 33
2024
Q3 		– Sell
-907
Closed -$238K – 41
2024
Q2 		$238K Buy
+907
New +$249K 0.4% 26

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

Wall Street Financial Group's V Position: Q2 2026 in Review

Wall Street Financial Group increased its Visa (V) stake by 27% in Q2 2026, buying an estimated $165K and bringing the position to 2,413 shares worth $828K. The position accounts for 0.44% of the portfolio, ranked #49.

Wall Street Financial Group first reported a position in V in Q2 2024 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wall Street Financial Group held 2,413 shares of Visa worth $828K as of Q2 2026.
  • Wall Street Financial Group bought 515 Visa shares in Q2 2026, an estimated $165K.
  • Visa made up 0.44% of Wall Street Financial Group's portfolio in Q2 2026, its #49 holding.
  • Wall Street Financial Group first reported a position in Visa in Q2 2024 and has held it in 6 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.