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

ARQ 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 		$770K Buy
2,143
+379
+21% +$139K 0.09% 127
2026
Q2 		$623K Buy
1,764
+163
+10% +$52.3K 0.08% 137
2026
Q1 		$484K Buy
+1,601
New +$515K 0.09% 133
2025
Q3 		– Sell
-1,012
Closed -$355K – 147
2025
Q2 		$355K Hold
1,012
– – 0.12% 82
2025
Q1 		$355K Buy
1,012
+41
+4% +$13.9K 0.13% 77
2024
Q4 		$307K Sell
971
-185
-16% -$55.6K 0.12% 82
2024
Q3 		$320K Sell
1,156
-5
-0.4% -$1.35K 0.12% 79
2024
Q2 		$305K Sell
1,161
-262
-18% -$71.8K 0.13% 73
2024
Q1 		$397K Buy
+1,423
New +$393K 0.17% 66

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

ARQ Wealth Advisors increased its Visa (V) stake by 21% in Q3 2026, buying an estimated $139K and bringing the position to 2,143 shares worth $770K. The position accounts for 0.09% of the portfolio, ranked #127.

ARQ Wealth Advisors first reported a position in V in Q1 2024 and has held it in 9 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • ARQ Wealth Advisors held 2,143 shares of Visa worth $770K as of Q3 2026.
  • ARQ Wealth Advisors bought 379 Visa shares in Q3 2026, an estimated $139K.
  • Visa made up 0.09% of ARQ Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • ARQ Wealth Advisors first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.