WFP
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Wrenne Financial Planning’s Visa V Stock Holding History

Wrenne Financial Planning’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 		$291K Buy
+849
New +$273K 0.1% 46
2026
Q1 		– Sell
-617
Closed -$216K – 52
2025
Q4 		$216K Hold
617
– – 0.09% 46
2025
Q3 		$211K Hold
617
– – 0.09% 46
2025
Q2 		$219K Buy
617
+12
+2% +$4.18K 0.1% 42
2025
Q1 		$212K Buy
+605
New +$205K 0.11% 42

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

Wrenne Financial Planning's V Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in Visa (V) in Q2 2026: 849 shares worth $291K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings. This is a return to the name: Wrenne Financial Planning previously reported a position in V as recently as Q4 2025.

Wrenne Financial Planning first reported a position in V in Q1 2025 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wrenne Financial Planning held 849 shares of Visa worth $291K as of Q2 2026.
  • Visa was a new Wrenne Financial Planning position in Q2 2026.
  • Visa made up 0.1% of Wrenne Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Wrenne Financial Planning first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.