ZF
V icon

Zhang Financial’s Visa V Stock Holding History

Zhang Financial’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 		$3.06M Buy
8,914
+882
+11% +$283K 0.09% 109
2026
Q1 		$2.43M Buy
8,032
+1,879
+31% +$604K 0.08% 113
2025
Q4 		$2.16M Sell
6,153
-318
-5% -$108K 0.08% 117
2025
Q3 		$2.21M Buy
6,471
+210
+3% +$72.7K 0.09% 111
2025
Q2 		$2.22M Buy
6,261
+435
+7% +$152K 0.1% 104
2025
Q1 		$2.04M Sell
5,826
-453
-7% -$153K 0.11% 105
2024
Q4 		$1.98M Buy
6,279
+658
+12% +$198K 0.11% 94
2024
Q3 		$1.55M Buy
5,621
+110
+2% +$29.7K 0.1% 108
2024
Q2 		$1.45M Buy
5,511
+53
+1% +$14.5K 0.1% 111
2024
Q1 		$1.52M Buy
5,458
+471
+9% +$130K 0.11% 104
2023
Q4 		$1.3M Buy
4,987
+427
+9% +$105K 0.11% 107
2023
Q3 		$1.06M Sell
4,560
-165
-3% -$39.7K 0.11% 109
2023
Q2 		$1.13M Buy
4,725
+695
+17% +$159K 0.12% 104
2023
Q1 		$909K Sell
4,030
-88
-2% -$19.6K 0.1% 117
2022
Q4 		$856K Buy
4,118
+16
+0.4% +$3.23K 0.11% 112
2022
Q3 		$729K Buy
4,102
+100
+2% +$20.3K 0.11% 100
2022
Q2 		$788K Sell
4,002
-171
-4% -$35.3K 0.13% 99
2022
Q1 		$925K Buy
4,173
+135
+3% +$29.2K 0.16% 87
2021
Q4 		$875K Buy
4,038
+174
+5% +$37.4K 0.16% 85
2021
Q3 		$861K Buy
3,864
+503
+15% +$118K 0.2% 65
2021
Q2 		$786K Buy
3,361
+700
+26% +$160K 0.19% 60
2021
Q1 		$563K Hold
2,661
– – 0.15% 70
2020
Q4 		$582K Hold
2,661
– – 0.18% 56
2020
Q3 		$532K Sell
2,661
-293
-10% -$58.5K 0.19% 53
2020
Q2 		$571K Buy
2,954
+19
+0.6% +$3.47K 0.22% 46
2020
Q1 		$473K Sell
2,935
-2,054
-41% -$387K 0.21% 50
2019
Q4 		$952K Buy
4,989
+1,224
+33% +$221K 0.36% 36
2019
Q3 		$648K Buy
3,765
+45
+1% +$8.02K 0.27% 45
2019
Q2 		$646K Buy
3,720
+698
+23% +$114K 0.27% 48
2019
Q1 		$472K Buy
3,022
+677
+29% +$97.6K 0.2% 51
2018
Q4 		$309K Buy
2,345
+508
+28% +$70.2K 0.15% 61
2018
Q3 		$277K Sell
1,837
-89
-5% -$12.7K 0.13% 64
2018
Q2 		$255K Hold
1,926
– – 0.13% 67
2018
Q1 		$228K Hold
1,926
– – 0.12% 73
2017
Q4 		$230K Hold
1,926
– – 0.11% 75
2017
Q3 		$206K Buy
+1,926
New +$195K 0.1% 76
2017
Q2 		– Sell
-1,926
Closed -$230K – 84
2017
Q1 		$230K Buy
+1,926
New +$166K 0.11% 72
2015
Q4 		– Sell
-2,891
Closed -$201K – 73
2015
Q3 		$201K Buy
+2,891
New +$206K 0.13% 65

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

Zhang Financial's V Position: Q2 2026 in Review

Zhang Financial increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $283K and bringing the position to 8,914 shares worth $3.06M. The position accounts for 0.09% of the portfolio, ranked #109.

Zhang Financial first reported a position in V in Q3 2015 and has held it in 38 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Zhang Financial held 8,914 shares of Visa worth $3.06M as of Q2 2026.
  • Zhang Financial bought 882 Visa shares in Q2 2026, an estimated $283K.
  • Visa made up 0.09% of Zhang Financial's portfolio in Q2 2026, its #109 holding.
  • Zhang Financial first reported a position in Visa in Q3 2015 and has held it in 38 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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