Yoffe Investment Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$925K Hold
2,697
1.06% 30
2026
Q1
$815K Hold
2,697
1.04% 29
2025
Q4
$946K Hold
2,697
1.21% 22
2025
Q3
$921K Hold
2,697
1.2% 23
2025
Q2
$957K Buy
2,697
+1
+0% +$349 1.31% 18
2025
Q1
$945K Hold
2,696
1.39% 15
2024
Q4
$852K Buy
+2,696
New +$811K 1.27% 18

Other funds holding V

Yoffe Investment Management's V Position: Q2 2026 in Review

Yoffe Investment Management held its Visa (V) position steady in Q2 2026 at 2,697 shares worth $925K. The position accounts for 1.06% of the portfolio, ranked #30.

Yoffe Investment Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $957K in Q2 2025. 791 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Yoffe Investment Management held 2,697 shares of Visa worth $925K as of Q2 2026.
  • Yoffe Investment Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 1.06% of Yoffe Investment Management's portfolio in Q2 2026, its #30 holding.
  • Yoffe Investment Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Visa position peaked at $957K in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.