BF
V icon

Baring Financial’s Visa V Stock Holding History

Baring 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 		$579K Buy
1,612
+32
+2% +$11.7K 0.31% 52
2026
Q2 		$542K Buy
1,580
+62
+4% +$19.9K 0.3% 51
2026
Q1 		$459K Buy
1,518
+183
+14% +$58.8K 0.28% 53
2025
Q4 		$468K Buy
1,335
+270
+25% +$92K 0.29% 52
2025
Q3 		$364K Buy
1,065
+5
+0.5% +$1.73K 0.25% 57
2025
Q2 		$376K Sell
1,060
-2
-0.2% -$697 0.28% 53
2025
Q1 		$372K Sell
1,062
-9
-0.8% -$3.04K 0.31% 51
2024
Q4 		$339K Buy
+1,071
New +$322K 0.3% 53

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Baring Financial's V Position: Q3 2026 in Review

Baring Financial increased its Visa (V) stake by 2% in Q3 2026, buying an estimated $11.7K and bringing the position to 1,612 shares worth $579K. The position accounts for 0.31% of the portfolio, ranked #52.

Baring Financial first reported a position in V in Q4 2024 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Baring Financial held 1,612 shares of Visa worth $579K as of Q3 2026.
  • Baring Financial bought 32 Visa shares in Q3 2026, an estimated $11.7K.
  • Visa made up 0.31% of Baring Financial's portfolio in Q3 2026, its #52 holding.
  • Baring Financial first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 501 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.