A4 Wealth Advisors
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A4 Wealth Advisors’s Visa V Stock Holding History

A4 Wealth Advisors’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 		$200K Buy
+557
New +$204K 0.13% 74
2026
Q2 		– Sell
-882
Closed -$267K – 115
2026
Q1 		$267K Sell
882
-234
-21% -$75.2K 0.22% 73
2025
Q4 		$391K Sell
1,116
-1,245
-53% -$424K 0.34% 59
2025
Q3 		$806K Buy
+2,361
New +$817K 0.68% 40

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

A4 Wealth Advisors's V Position: Q3 2026 in Review

A4 Wealth Advisors opened a new position in Visa (V) in Q3 2026: 557 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #74 among its holdings. This is a return to the name: A4 Wealth Advisors previously reported a position in V as recently as Q1 2026.

A4 Wealth Advisors first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $806K in Q3 2025. 2,653 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • A4 Wealth Advisors held 557 shares of Visa worth $200K as of Q3 2026.
  • Visa was a new A4 Wealth Advisors position in Q3 2026.
  • Visa made up 0.13% of A4 Wealth Advisors's portfolio in Q3 2026, its #74 holding.
  • A4 Wealth Advisors first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Visa position peaked at $806K in Q3 2025.
  • 2,653 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.