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Rothwell Investment Advisors, LLC’s Visa V Stock Holding History

Rothwell Investment Advisors, 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 		$236K Buy
+658
New +$241K 0.13% 155

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's V Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Visa (V) in Q3 2026: 658 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings.

2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 658 shares of Visa worth $236K as of Q3 2026.
  • Visa was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Visa made up 0.13% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #155 holding.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.