WEG
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World Equity Group’s Visa V Stock Holding History

World Equity 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 		$1.33M Buy
3,906
+95
+2% +$30.5K 0.3% 74
2026
Q1 		$1.15M Buy
3,811
+275
+8% +$88.4K 0.3% 74
2025
Q4 		$1.24M Sell
3,536
-2,775
-44% -$945K 0.35% 62
2025
Q3 		$2.15M Buy
6,311
+1,806
+40% +$625K 0.49% 40
2025
Q2 		$1.6M Sell
4,505
-2,552
-36% -$890K 0.44% 48
2025
Q1 		$2.44M Sell
7,057
-1,581
-18% -$535K 0.7% 33
2024
Q4 		$2.73M Buy
8,638
+4,533
+110% +$1.36M 0.59% 41
2024
Q3 		$1.13M Sell
4,105
-10,844
-73% -$2.93M 0.41% 61
2024
Q2 		$3.92M Sell
14,949
-49
-0.3% -$13.4K 1.17% 18
2024
Q1 		$4.19M Sell
14,998
-3,606
-19% -$996K 0.86% 21
2023
Q4 		$4.84M Sell
18,604
-1,480
-7% -$365K 0.97% 17
2023
Q3 		$4.62M Sell
20,084
-461
-2% -$111K 0.96% 19
2023
Q2 		$4.88M Sell
20,545
-7,731,520
-100% -$1.77B 1.44% 9
2023
Q1 		$15.7M Buy
7,752,065
+7,732,579
+39,683% +$1.72B 2.34% 3
2022
Q4 		$4.05M Sell
19,486
-101
-0.5% -$20.4K 0.96% 24
2022
Q3 		$3.48M Sell
19,587
-1,573
-7% -$320K 0.88% 24
2022
Q2 		$4.17M Buy
21,160
+5,007
+31% +$1.03M 1.05% 14
2022
Q1 		$3.58M Buy
+16,153
New +$3.49M 0.77% 23

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

World Equity Group's V Position: Q2 2026 in Review

World Equity Group increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,906 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #74.

World Equity Group first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.7M in Q1 2023. 1,196 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • World Equity Group held 3,906 shares of Visa worth $1.33M as of Q2 2026.
  • World Equity Group bought 95 Visa shares in Q2 2026, an estimated $30.5K.
  • Visa made up 0.3% of World Equity Group's portfolio in Q2 2026, its #74 holding.
  • World Equity Group first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Visa position peaked at $15.7M in Q1 2023.
  • 1,196 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.