Barnes Wealth Management Group’s Visa V Stock Holding History

Barnes Wealth Management Group’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	$271K	Sell	754 -2	-0.3%	-$731	0.12%	155
2026 Q2	$259K	Buy	756 +4	+0.5%	+$1.28K	0.12%	158
2026 Q1	$227K	Buy	752 +18	+2%	+$5.79K	0.12%	171
2025 Q4	$257K	Sell	734 -17	-2%	-$5.79K	0.14%	146
2025 Q3	$256K	Buy	751 +4	+0.5%	+$1.38K	0.14%	140
2025 Q2	$265K	Sell	747 -66	-8%	-$23K	0.16%	125
2025 Q1	$285K	Sell	813 -67	-8%	-$22.7K	0.18%	111
2024 Q4	$278K	Buy	+880	New	+$265K	0.19%	108

Other funds holding V

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barnes Wealth Management Group's V Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its Visa (V) stake by 0.26% in Q3 2026, selling an estimated $731 and leaving 754 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #155.

Barnes Wealth Management Group first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $285K in Q1 2025. 2,893 funds tracked by Wall St. Rank hold V as of Q3 2026.

Barnes Wealth Management Group held 754 shares of Visa worth $271K as of Q3 2026.
Barnes Wealth Management Group sold 2 Visa shares in Q3 2026, an estimated $731.
Visa made up 0.12% of Barnes Wealth Management Group's portfolio in Q3 2026, its #155 holding.
Barnes Wealth Management Group first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's Visa position peaked at $285K in Q1 2025.
2,893 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.