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WESPAC Advisors SoCal’s Visa V Stock Holding History

WESPAC Advisors SoCal’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 		$4.19M Buy
12,218
+536
+5% +$172K 0.75% 38
2026
Q1 		$3.53M Sell
11,682
-328
-3% -$105K 0.75% 40
2025
Q4 		$4.21M Buy
12,010
+1,210
+11% +$412K 0.85% 37
2025
Q3 		$3.69M Buy
10,800
+506
+5% +$175K 0.75% 39
2025
Q2 		$3.65M Buy
10,294
+1,183
+13% +$412K 0.82% 38
2025
Q1 		$3.19M Sell
9,111
-640
-7% -$217K 0.83% 37
2024
Q4 		$3.08M Sell
9,751
-502
-5% -$151K 0.7% 40
2024
Q3 		$2.82M Sell
10,253
-819
-7% -$221K 0.65% 40
2024
Q2 		$2.91M Buy
11,072
+67
+0.6% +$18.4K 0.73% 37
2024
Q1 		$3.07M Sell
11,005
-1,133
-9% -$313K 0.8% 34
2023
Q4 		$3.16M Sell
12,138
-504
-4% -$124K 0.92% 34
2023
Q3 		$2.91M Sell
12,642
-10
-0.1% -$2.4K 0.98% 38
2023
Q2 		$3M Sell
12,652
-5,588
-31% -$1.28M 1.03% 32
2023
Q1 		$4.11M Sell
18,240
-710
-4% -$158K 1.42% 27
2022
Q4 		$3.94M Sell
18,950
-365
-2% -$73.6K 1.46% 27
2022
Q3 		$4M Sell
19,315
-658
-3% -$134K 1.67% 25
2022
Q2 		$3.93M Sell
19,973
-428
-2% -$88.5K 1.5% 28
2022
Q1 		$4.52M Sell
20,401
-92
-0.4% -$19.9K 1.4% 28
2021
Q4 		$4.76M Buy
20,493
+5,517
+37% +$1.18M 1.46% 29
2021
Q3 		$3.36M Buy
14,976
+2,495
+20% +$585K 1.1% 30
2021
Q2 		$2.92M Buy
12,481
+810
+7% +$185K 0.97% 33
2021
Q1 		$2.47M Buy
11,671
+914
+8% +$192K 0.97% 32
2020
Q4 		$2.35M Buy
10,757
+578
+6% +$118K 0.93% 31
2020
Q3 		$2.1M Buy
10,179
+875
+9% +$175K 1% 27
2020
Q2 		$1.79M Buy
9,304
+1,405
+18% +$257K 0.83% 31
2020
Q1 		$1.34M Buy
7,899
+86
+1% +$16.2K 0.74% 27
2019
Q4 		$1.47M Sell
7,813
-524
-6% -$94.4K 0.7% 29
2019
Q3 		$1.43M Sell
8,337
-2,895
-26% -$516K 0.71% 30
2019
Q2 		$1.95M Sell
11,232
-883
-7% -$145K 1.04% 28
2019
Q1 		$1.89M Buy
12,115
+1,311
+12% +$189K 1.05% 27
2018
Q4 		$1.43M Sell
10,804
-783
-7% -$108K 0.9% 28
2018
Q3 		$1.74M Sell
11,587
-385
-3% -$54.7K 0.87% 33
2018
Q2 		$1.58M Sell
11,972
-50
-0.4% -$6.43K 0.91% 31
2018
Q1 		$1.44M Buy
12,022
+126
+1% +$15.3K 0.83% 31
2017
Q4 		$1.36M Buy
11,896
+2,650
+29% +$293K 0.77% 32
2017
Q3 		$973K Sell
9,246
-175
-2% -$17.7K 0.58% 34
2017
Q2 		$883K Hold
9,421
– – 0.56% 32
2017
Q1 		$837K Sell
9,421
-1,175
-11% -$101K 0.52% 33
2016
Q4 		$827K Sell
10,596
-289
-3% -$23.2K 0.54% 32
2016
Q3 		$900K Buy
10,885
+226
+2% +$18.1K 0.61% 33
2016
Q2 		$791K Buy
10,659
+81
+0.8% +$6.34K 0.51% 37
2016
Q1 		$809K Sell
10,578
-300
-3% -$21.8K 0.6% 34
2015
Q4 		$843K Buy
+10,878
New +$843K 0.56% 34

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

WESPAC Advisors SoCal's V Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Visa (V) stake by 4.6% in Q2 2026, buying an estimated $172K and bringing the position to 12,218 shares worth $4.19M. The position accounts for 0.75% of the portfolio, ranked #38.

WESPAC Advisors SoCal first reported a position in V in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.76M in Q4 2021. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WESPAC Advisors SoCal held 12,218 shares of Visa worth $4.19M as of Q2 2026.
  • WESPAC Advisors SoCal bought 536 Visa shares in Q2 2026, an estimated $172K.
  • Visa made up 0.75% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #38 holding.
  • WESPAC Advisors SoCal first reported a position in Visa in Q4 2015 and has held it in 43 quarters since.
  • WESPAC Advisors SoCal's Visa position peaked at $4.76M in Q4 2021.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.