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Advus Financial Partners’s Visa V Stock Holding History

Advus Financial Partners’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 		$395K Buy
1,099
+222
+25% +$81.1K 0.11% 103
2026
Q2 		$301K Buy
+877
New +$282K 0.09% 115
2021
Q4 		– Sell
-2,648
Closed -$574K – 102
2021
Q3 		$574K Buy
+2,648
New +$621K 0.32% 42

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Advus Financial Partners's V Position: Q3 2026 in Review

Advus Financial Partners increased its Visa (V) stake by 25% in Q3 2026, buying an estimated $81.1K and bringing the position to 1,099 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #103.

Advus Financial Partners first reported a position in V in Q3 2021 and has held it in 3 quarters since. The position peaked at $574K in Q3 2021. 1,634 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Advus Financial Partners held 1,099 shares of Visa worth $395K as of Q3 2026.
  • Advus Financial Partners bought 222 Visa shares in Q3 2026, an estimated $81.1K.
  • Visa made up 0.11% of Advus Financial Partners's portfolio in Q3 2026, its #103 holding.
  • Advus Financial Partners first reported a position in Visa in Q3 2021 and has held it in 3 quarters since.
  • Advus Financial Partners's Visa position peaked at $574K in Q3 2021.
  • 1,634 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.