Affiance Financial’s Visa V Stock Holding History

Affiance Financial’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	$337K	Buy	937 +100	+12%	+$36.6K	0.05%	87
2026 Q2	$287K	Hold	837	–	–	0.04%	96
2026 Q1	$253K	Hold	837	–	–	0.04%	97
2025 Q4	$294K	Buy	837 +86	+11%	+$29.3K	0.05%	89
2025 Q3	$256K	Hold	751	–	–	0.05%	93
2025 Q2	$267K	Sell	751 -120	-14%	-$41.8K	0.05%	89
2025 Q1	$305K	Sell	871 -60	-6%	-$20.3K	0.07%	85
2024 Q4	$294K	Sell	931 -23	-2%	-$6.92K	0.07%	88
2024 Q3	$262K	Buy	954 +49	+5%	+$13.2K	0.06%	88
2024 Q2	$238K	Hold	905	–	–	0.06%	90
2024 Q1	$253K	Buy	905 +29	+3%	+$8.01K	0.07%	86
2023 Q4	$228K	Sell	876 -4	-0.5%	-$986	0.07%	94
2023 Q3	$202K	Sell	880 -11	-1%	-$2.64K	0.1%	91
2023 Q2	$212K	Buy	+891	New	+$204K	0.1%	97
2023 Q1	–	Sell	-884	Closed	-$184K	–	392
2022 Q4	$184K	Buy	+884	New	+$178K	0.07%	102

Other funds holding V

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

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Affiance Financial's V Position: Q3 2026 in Review

Affiance Financial increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $36.6K and bringing the position to 937 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #87.

Affiance Financial first reported a position in V in Q4 2022 and has held it in 15 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Affiance Financial held 937 shares of Visa worth $337K as of Q3 2026.
Affiance Financial bought 100 Visa shares in Q3 2026, an estimated $36.6K.
Visa made up 0.05% of Affiance Financial's portfolio in Q3 2026, its #87 holding.
Affiance Financial first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.