B.A. Schrock Wealth Management, Inc.’s Visa V Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$1.94M	Buy	+5,386	New	+$1.97M	0.71%	45

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s V Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Visa (V) in Q3 2026: 5,386 shares worth $1.94M. The stake represents 0.71% of the portfolio and ranks #45 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 5,386 shares of Visa worth $1.94M as of Q3 2026.
Visa was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Visa made up 0.71% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #45 holding.
665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.