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Westbourne Investment Advisors’s Visa V Stock Holding History

Westbourne Investment Advisors’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 		$1.12M Hold
3,260
– – 0.31% 48
2026
Q1 		$985K Sell
3,260
-100
-3% -$32.2K 0.29% 55
2025
Q4 		$1.18M Sell
3,360
-189
-5% -$64.4K 0.33% 45
2025
Q3 		$1.21M Sell
3,549
-600
-14% -$208K 0.34% 44
2025
Q2 		$1.47M Sell
4,149
-50
-1% -$17.4K 0.45% 40
2025
Q1 		$1.47M Sell
4,199
-60
-1% -$20.3K 0.52% 40
2024
Q4 		$1.35M Buy
4,259
+20
+0.5% +$6.01K 0.46% 40
2024
Q3 		$1.17M Sell
4,239
-190
-4% -$51.4K 0.41% 45
2024
Q2 		$1.16M Hold
4,429
– – 0.42% 45
2024
Q1 		$1.24M Hold
4,429
– – 0.45% 45
2023
Q4 		$1.15M Sell
4,429
-60
-1% -$14.8K 0.46% 45
2023
Q3 		$1.03M Sell
4,489
-448
-9% -$108K 0.47% 45
2023
Q2 		$1.17M Sell
4,937
-320
-6% -$73.2K 0.52% 44
2023
Q1 		$1.19M Sell
5,257
-170
-3% -$37.8K 0.57% 44
2022
Q4 		$1.13M Sell
5,427
-340
-6% -$68.6K 0.57% 44
2022
Q3 		$1.02M Sell
5,767
-1,050
-15% -$214K 0.54% 47
2022
Q2 		$1.34M Sell
6,817
-180
-3% -$37.2K 0.83% 39
2022
Q1 		$1.55M Sell
6,997
-515
-7% -$111K 0.64% 40
2021
Q4 		$1.63M Sell
7,512
-60
-0.8% -$12.9K 0.64% 41
2021
Q3 		$1.69M Sell
7,572
-500
-6% -$117K 0.77% 36
2021
Q2 		$1.89M Sell
8,072
-90
-1% -$20.6K 0.85% 31
2021
Q1 		$1.73M Sell
8,162
-660
-7% -$139K 0.86% 31
2020
Q4 		$1.93M Buy
+8,822
New +$1.81M 1.13% 24
2020
Q2 		– Sell
-8,687
Closed -$1.4M – 80
2020
Q1 		$1.4M Sell
8,687
-100
-1% -$18.8K 1.29% 20
2019
Q4 		$1.65M Sell
8,787
-1,048
-11% -$189K 1.12% 27
2019
Q3 		$1.69M Sell
9,835
-215
-2% -$38.3K 1.26% 22
2019
Q2 		$1.74M Sell
10,050
-185
-2% -$30.3K 1.41% 23
2019
Q1 		$1.6M Sell
10,235
-80
-0.8% -$11.5K 1.22% 25
2018
Q4 		$1.36M Sell
10,315
-140
-1% -$19.3K 1.17% 26
2018
Q3 		$1.57M Sell
10,455
-245
-2% -$34.8K 1.14% 24
2018
Q2 		$1.42M Sell
10,700
-275
-3% -$35.4K 1.22% 23
2018
Q1 		$1.31M Sell
10,975
-150
-1% -$18.2K 1.05% 30
2017
Q4 		$1.27M Sell
11,125
-30
-0.3% -$3.31K 0.96% 33
2017
Q3 		$1.17M Sell
11,155
-200
-2% -$20.3K 0.92% 38
2017
Q2 		$1.06M Sell
11,355
-555
-5% -$51.5K 0.87% 38
2017
Q1 		$1.06M Sell
11,910
-3,485
-23% -$300K 0.87% 39
2016
Q4 		$1.2M Sell
15,395
-380
-2% -$30.6K 1.05% 31
2016
Q3 		$1.3M Buy
15,775
+250
+2% +$20K 1.16% 30
2016
Q2 		$1.15M Sell
15,525
-1,200
-7% -$94K 1.04% 32
2016
Q1 		$1.28M Buy
16,725
+1,500
+10% +$109K 1.22% 25
2015
Q4 		$1.18M Buy
15,225
+8,120
+114% +$629K 1.14% 27
2015
Q3 		$495K Sell
7,105
-875
-11% -$62.5K 0.5% 60
2015
Q2 		$536K Buy
+7,980
New +$541K 0.49% 65

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

Westbourne Investment Advisors's V Position: Q2 2026 in Review

Westbourne Investment Advisors held its Visa (V) position steady in Q2 2026 at 3,260 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #48.

Westbourne Investment Advisors first reported a position in V in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.93M in Q4 2020. 2,298 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westbourne Investment Advisors held 3,260 shares of Visa worth $1.12M as of Q2 2026.
  • Westbourne Investment Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.31% of Westbourne Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Westbourne Investment Advisors first reported a position in Visa in Q2 2015 and has held it in 43 quarters since.
  • Westbourne Investment Advisors's Visa position peaked at $1.93M in Q4 2020.
  • 2,298 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.