Balboa Wealth Partners
V icon

Balboa Wealth Partners’s Visa V Stock Holding History

Balboa Wealth 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 		$2.06M Sell
5,740
-299
-5% -$109K 0.28% 64
2026
Q2 		$2.07M Buy
6,039
+466
+8% +$150K 0.28% 63
2026
Q1 		$1.68M Sell
5,573
-423
-7% -$136K 0.28% 58
2025
Q4 		$2.1M Buy
5,996
+346
+6% +$118K 0.35% 54
2025
Q3 		$1.93M Sell
5,650
-270
-5% -$93.4K 0.33% 53
2025
Q2 		$2.1M Buy
5,920
+401
+7% +$140K 0.42% 49
2025
Q1 		$1.93M Sell
5,519
-724
-12% -$245K 0.47% 41
2024
Q4 		$1.97M Sell
6,243
-376
-6% -$113K 0.45% 41
2024
Q3 		$1.82M Sell
6,619
-964
-13% -$261K 0.45% 37
2024
Q2 		$1.99M Sell
7,583
-3,408
-31% -$934K 0.53% 31
2024
Q1 		$3.07M Buy
10,991
+1,552
+16% +$428K 0.9% 18
2023
Q4 		$2.46M Buy
9,439
+1,412
+18% +$348K 0.82% 20
2023
Q3 		$1.85M Sell
8,027
-378
-4% -$90.9K 0.69% 25
2023
Q2 		$2M Buy
8,405
+119
+1% +$27.2K 0.7% 23
2023
Q1 		$1.87M Buy
8,286
+275
+3% +$61.2K 0.71% 24
2022
Q4 		$1.66M Sell
8,011
-7,525
-48% -$1.52M 0.75% 24
2022
Q3 		$2.76M Buy
+15,536
New +$3.16M 1.21% 12

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Balboa Wealth Partners's V Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Visa (V) stake by 5% in Q3 2026, selling an estimated $109K and leaving 5,740 shares worth $2.06M. The position accounts for 0.28% of the portfolio, ranked #64.

Balboa Wealth Partners first reported a position in V in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.07M in Q1 2024. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Balboa Wealth Partners held 5,740 shares of Visa worth $2.06M as of Q3 2026.
  • Balboa Wealth Partners sold 299 Visa shares in Q3 2026, an estimated $109K.
  • Visa made up 0.28% of Balboa Wealth Partners's portfolio in Q3 2026, its #64 holding.
  • Balboa Wealth Partners first reported a position in Visa in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Visa position peaked at $3.07M in Q1 2024.
  • 3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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