Bender Robert & Associates
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Bender Robert & Associates’s Visa V Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-1,038
Closed -$272K – 79
2024
Q2 		$272K Buy
+1,038
New +$285K 0.06% 40

Other funds holding V

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
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
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

Bender Robert & Associates's V Position: Q3 2026 in Review

Bender Robert & Associates opened a new position in Visa (V) in Q3 2026: 742 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #41 among its holdings. This is a return to the name: Bender Robert & Associates previously reported a position in V as recently as Q1 2026.

Bender Robert & Associates first reported a position in V in Q2 2022 and has held it in 15 quarters since. The position peaked at $373K in Q2 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Bender Robert & Associates held 742 shares of Visa worth $267K as of Q3 2026.
  • Visa was a new Bender Robert & Associates position in Q3 2026.
  • Visa made up 0.05% of Bender Robert & Associates's portfolio in Q3 2026, its #41 holding.
  • Bender Robert & Associates first reported a position in Visa in Q2 2022 and has held it in 15 quarters since.
  • Bender Robert & Associates's Visa position peaked at $373K in Q2 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.