Warner Group’s Visa V Stock Holding History

Warner 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	$803K	Buy	2,339 +1,050	+81%	+$337K	0.2%	61
2026 Q1	$390K	Buy	1,289 +15	+1%	+$4.82K	0.25%	52
2025 Q4	$447K	Buy	1,274 +222	+21%	+$75.6K	0.28%	50
2025 Q3	$359K	Buy	+1,052	New	+$364K	0.25%	43

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Warner Group's V Position: Q2 2026 in Review

Warner Group increased its Visa (V) stake by 81% in Q2 2026, buying an estimated $337K and bringing the position to 2,339 shares worth $803K. The position accounts for 0.2% of the portfolio, ranked #61.

Warner Group first reported a position in V in Q3 2025 and has held it in 4 quarters since. 2,317 funds tracked by Wall St. Rank hold V as of Q2 2026.

Warner Group held 2,339 shares of Visa worth $803K as of Q2 2026.
Warner Group bought 1,050 Visa shares in Q2 2026, an estimated $337K.
Visa made up 0.2% of Warner Group's portfolio in Q2 2026, its #61 holding.
Warner Group first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
2,317 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.