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Wilsey Asset Management’s Visa V Stock Holding History

Wilsey Asset Management’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 		$206K Buy
+600
New +$193K 0.03% 28
2026
Q1 		– Sell
-600
Closed -$210K – 28
2025
Q4 		$210K Hold
600
– – 0.03% 28
2025
Q3 		$205K Sell
600
-15
-2% -$5.19K 0.04% 27
2025
Q2 		$218K Buy
615
+8
+1% +$2.79K 0.04% 24
2025
Q1 		$213K Buy
+607
New +$205K 0.04% 24

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Wilsey Asset Management's V Position: Q2 2026 in Review

Wilsey Asset Management opened a new position in Visa (V) in Q2 2026: 600 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #28 among its holdings. This is a return to the name: Wilsey Asset Management previously reported a position in V as recently as Q4 2025.

Wilsey Asset Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q2 2025. 1,094 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wilsey Asset Management held 600 shares of Visa worth $206K as of Q2 2026.
  • Visa was a new Wilsey Asset Management position in Q2 2026.
  • Visa made up 0.03% of Wilsey Asset Management's portfolio in Q2 2026, its #28 holding.
  • Wilsey Asset Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Wilsey Asset Management's Visa position peaked at $218K in Q2 2025.
  • 1,094 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.