BAM Wealth Management
V icon

BAM Wealth Management’s Visa V Stock Holding History

BAM Wealth Management’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 		$1.5M Sell
4,180
-113
-3% -$41.3K 0.81% 25
2026
Q2 		$1.47M Buy
4,293
+1,180
+38% +$379K 0.92% 26
2026
Q1 		$941K Sell
3,113
-303
-9% -$97.4K 0.7% 33
2025
Q4 		$1.2M Sell
3,416
-141
-4% -$48K 0.87% 26
2025
Q3 		$1.21M Buy
+3,557
New +$1.23M 0.94% 22

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

BAM Wealth Management's V Position: Q3 2026 in Review

BAM Wealth Management reduced its Visa (V) stake by 2.6% in Q3 2026, selling an estimated $41.3K and leaving 4,180 shares worth $1.5M. The position accounts for 0.81% of the portfolio, ranked #25.

BAM Wealth Management first reported a position in V in Q3 2025 and has held it in 5 quarters since. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • BAM Wealth Management held 4,180 shares of Visa worth $1.5M as of Q3 2026.
  • BAM Wealth Management sold 113 Visa shares in Q3 2026, an estimated $41.3K.
  • Visa made up 0.81% of BAM Wealth Management's portfolio in Q3 2026, its #25 holding.
  • BAM Wealth Management first reported a position in Visa in Q3 2025 and has held it in 5 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.