AAFMAA Wealth Management & Trust
V icon

AAFMAA Wealth Management & Trust’s Visa V Stock Holding History

AAFMAA Wealth Management & Trust’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 		$1.93M Sell
5,373
-265
-5% -$96.9K 0.66% 27
2026
Q2 		$1.93M Sell
5,638
-413
-7% -$133K 0.68% 31
2026
Q1 		$1.83M Sell
6,051
-222
-4% -$71.4K 0.71% 29
2025
Q4 		$2.2M Buy
6,273
+133
+2% +$45.3K 0.86% 29
2025
Q3 		$2.1M Sell
6,140
-53
-0.9% -$18.3K 0.83% 29
2025
Q2 		$2.2M Sell
6,193
-1,001
-14% -$349K 0.91% 28
2025
Q1 		$2.52M Sell
7,194
-1,009
-12% -$341K 1.14% 17
2024
Q4 		$2.59M Sell
8,203
-899
-10% -$270K 1.14% 22
2024
Q3 		$2.5M Buy
9,102
+414
+5% +$112K 1.1% 23
2024
Q2 		$2.28M Buy
8,688
+337
+4% +$92.4K 1.12% 25
2024
Q1 		$2.33M Sell
8,351
-2,111
-20% -$583K 1.27% 22
2023
Q4 		$2.72M Buy
10,462
+2,038
+24% +$502K 1.54% 20
2023
Q3 		$1.94M Sell
8,424
-20,941
-71% -$5.03M 1.8% 25
2023
Q2 		$6.97M Sell
29,365
-150
-0.5% -$34.3K 5.76% 1
2023
Q1 		$6.65M Sell
29,515
-383
-1% -$85.2K 5.34% 2
2022
Q4 		$6.21M Sell
29,898
-1,738
-5% -$350K 5.6% 3
2022
Q3 		$5.62M Sell
31,636
-2,113
-6% -$430K 4.14% 3
2022
Q2 		$6.64M Sell
33,749
-934
-3% -$193K 4.48% 4
2022
Q1 		$7.69M Buy
34,683
+968
+3% +$209K 3.55% 5
2021
Q4 		$7.31M Buy
33,715
+1,185
+4% +$254K 3.18% 9
2021
Q3 		$7.25M Buy
32,530
+17,557
+117% +$4.12M 3.44% 8
2021
Q2 		$3.5M Sell
14,973
-9,938
-40% -$2.27M 1.61% 33
2021
Q1 		$5.27M Buy
24,911
+9,211
+59% +$1.94M 2.54% 17
2020
Q4 		$3.43M Buy
+15,700
New +$3.21M 1.66% 29

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

AAFMAA Wealth Management & Trust's V Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its Visa (V) stake by 4.7% in Q3 2026, selling an estimated $96.9K and leaving 5,373 shares worth $1.93M. The position accounts for 0.66% of the portfolio, ranked #27.

AAFMAA Wealth Management & Trust first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.69M in Q1 2022. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 5,373 shares of Visa worth $1.93M as of Q3 2026.
  • AAFMAA Wealth Management & Trust sold 265 Visa shares in Q3 2026, an estimated $96.9K.
  • Visa made up 0.66% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #27 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • AAFMAA Wealth Management & Trust's Visa position peaked at $7.69M in Q1 2022.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.