BFAI
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Bridgelight Financial Advisors, Inc.’s Visa V Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$269K Buy
783
+17
+2% +$5.46K 0.18% 39
2026
Q1 		$231K Buy
766
+9
+1% +$2.89K 0.2% 36
2025
Q4 		$266K Buy
+757
New +$258K 0.23% 33

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

Bridgelight Financial Advisors, Inc.'s V Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its Visa (V) stake by 2.2% in Q2 2026, buying an estimated $5.46K and bringing the position to 783 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #39.

Bridgelight Financial Advisors, Inc. first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,069 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 783 shares of Visa worth $269K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 17 Visa shares in Q2 2026, an estimated $5.46K.
  • Visa made up 0.18% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #39 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.