BigSur Wealth Management’s Visa V Stock Holding History

BigSur 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	$1.55M	Hold	4,310	–	–	0.37%	77
2026 Q2	$1.48M	Hold	4,310	–	–	0.36%	77
2026 Q1	$1.3M	Hold	4,310	–	–	0.37%	75
2025 Q4	$1.51M	Hold	4,310	–	–	0.37%	72
2025 Q3	$1.47M	Hold	4,310	–	–	0.36%	73
2025 Q2	$1.53M	Hold	4,310	–	–	0.39%	69
2025 Q1	$1.51M	Hold	4,310	–	–	0.41%	66
2024 Q4	$1.36M	Hold	4,310	–	–	0.39%	66
2024 Q3	$1.19M	Hold	4,310	–	–	0.33%	76
2024 Q2	$1.13M	Buy	4,310 +450	+12%	+$123K	0.35%	76
2024 Q1	$1.08M	Buy	3,860 +2,860	+286%	+$790K	0.34%	79
2023 Q4	$260K	Hold	1,000	–	–	0.12%	95
2023 Q3	$230K	Hold	1,000	–	–	0.12%	95
2023 Q2	$237K	Hold	1,000	–	–	0.11%	103
2023 Q1	$225K	Hold	1,000	–	–	0.11%	108
2022 Q4	$208K	Buy	+1,000	New	+$202K	0.1%	110
2022 Q2	–	Sell	-1,012	Closed	-$224K	–	142
2022 Q1	$224K	Buy	1,012 +12	+1%	+$2.6K	0.09%	118
2021 Q4	$217K	Hold	1,000	–	–	0.08%	125
2021 Q3	$223K	Hold	1,000	–	–	0.1%	111
2021 Q2	$234K	Hold	1,000	–	–	0.11%	106
2021 Q1	$212K	Hold	1,000	–	–	0.11%	108
2020 Q4	$219K	Hold	1,000	–	–	0.12%	93
2020 Q3	$200K	Buy	+1,000	New	+$200K	0.13%	91
2018 Q2	–	Sell	-1,685	Closed	-$202K	–	112
2018 Q1	$202K	Buy	+1,685	New	+$204K	0.14%	107

Other funds holding V

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

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

BigSur Wealth Management held its Visa (V) position steady in Q3 2026 at 4,310 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #77.

BigSur Wealth Management first reported a position in V in Q1 2018 and has held it in 24 quarters since. 416 funds tracked by Wall St. Rank hold V as of Q3 2026.

BigSur Wealth Management held 4,310 shares of Visa worth $1.55M as of Q3 2026.
BigSur Wealth Management left its Visa share count unchanged in Q3 2026.
Visa made up 0.37% of BigSur Wealth Management's portfolio in Q3 2026, its #77 holding.
BigSur Wealth Management first reported a position in Visa in Q1 2018 and has held it in 24 quarters since.
416 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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