SFL
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Scheeler Financial LLC’s Visa V Stock Holding History

Scheeler Financial LLC’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
Q3 		$4.17M Buy
+11,595
New +$4.24M 3.15% 6

Other funds holding V

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Scheeler Financial LLC's V Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Visa (V) in Q3 2026: 11,595 shares worth $4.17M. The stake represents 3.15% of the portfolio and ranks #6 among its holdings.

305 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Scheeler Financial LLC held 11,595 shares of Visa worth $4.17M as of Q3 2026.
  • Visa was a new Scheeler Financial LLC position in Q3 2026.
  • Visa made up 3.15% of Scheeler Financial LLC's portfolio in Q3 2026, its #6 holding.
  • 305 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.