BankPlus Wealth Management
V icon

BankPlus Wealth Management’s Visa V Stock Holding History

BankPlus 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 		$1.44M Sell
4,014
-158
-4% -$57.8K 0.63% 26
2026
Q2 		$1.43M Buy
4,172
+133
+3% +$42.7K 0.64% 28
2026
Q1 		$1.22M Buy
4,039
+692
+21% +$223K 0.63% 27
2025
Q4 		$1.17M Sell
3,347
-11
-0.3% -$3.75K 0.65% 25
2025
Q3 		$1.15M Buy
3,358
+20
+0.6% +$6.92K 0.68% 23
2025
Q2 		$1.18M Buy
3,338
+29
+0.9% +$10.1K 0.79% 20
2025
Q1 		$1.16M Sell
3,309
-26
-0.8% -$8.8K 0.85% 19
2024
Q4 		$1.05M Buy
+3,335
New +$1M 0.79% 20

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

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

BankPlus Wealth Management reduced its Visa (V) stake by 3.8% in Q3 2026, selling an estimated $57.8K and leaving 4,014 shares worth $1.44M. The position accounts for 0.63% of the portfolio, ranked #26.

BankPlus Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • BankPlus Wealth Management held 4,014 shares of Visa worth $1.44M as of Q3 2026.
  • BankPlus Wealth Management sold 158 Visa shares in Q3 2026, an estimated $57.8K.
  • Visa made up 0.63% of BankPlus Wealth Management's portfolio in Q3 2026, its #26 holding.
  • BankPlus Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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