YIM
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Yoffe Investment Management’s Visa V Stock Holding History

Yoffe Investment 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 		$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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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.