WF
V icon

Whelan Financial’s Visa V Stock Holding History

Whelan Financial’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 		$1.25M Buy
3,637
+79
+2% +$25.4K 0.34% 34
2026
Q1 		$1.08M Buy
3,558
+211
+6% +$67.8K 0.33% 33
2025
Q4 		$1.17M Sell
3,347
-142
-4% -$48.4K 0.37% 32
2025
Q3 		$1.19M Buy
3,489
+919
+36% +$318K 0.38% 31
2025
Q2 		$912K Buy
2,570
+523
+26% +$182K 0.33% 27
2025
Q1 		$718K Buy
2,047
+806
+65% +$273K 0.28% 26
2024
Q4 		$392K Buy
1,241
+420
+51% +$126K 0.15% 36
2024
Q3 		$226K Buy
+821
New +$222K 0.09% 41
2024
Q2 		– Sell
-735
Closed -$205K – 42
2024
Q1 		$205K Buy
+735
New +$203K 0.09% 41

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

Whelan Financial's V Position: Q2 2026 in Review

Whelan Financial increased its Visa (V) stake by 2.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 3,637 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #34.

Whelan Financial first reported a position in V in Q1 2024 and has held it in 9 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Whelan Financial held 3,637 shares of Visa worth $1.25M as of Q2 2026.
  • Whelan Financial bought 79 Visa shares in Q2 2026, an estimated $25.4K.
  • Visa made up 0.34% of Whelan Financial's portfolio in Q2 2026, its #34 holding.
  • Whelan Financial first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.