ZI
V icon

ZEGA Investments’s Visa V Stock Holding History

ZEGA Investments’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 		$343K Buy
1,000
+200
+25% +$64.2K 0.04% 222
2026
Q1 		$242K Buy
+800
New +$257K 0.03% 254

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

ZEGA Investments's V Position: Q2 2026 in Review

ZEGA Investments increased its Visa (V) stake by 0.01% in Q2 2026, buying an estimated $321 and bringing the position to 10,821 shares worth $3.71M. The position accounts for 0.38% of the portfolio, ranked #34.

ZEGA Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • ZEGA Investments held 10,821 shares of Visa worth $3.71M as of Q2 2026.
  • ZEGA Investments bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.38% of ZEGA Investments's portfolio in Q2 2026, its #34 holding.
  • ZEGA Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Visa position peaked at $3.79M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.