BlackDiamond Wealth Management
V icon

BlackDiamond Wealth Management’s Visa V Stock Holding History

BlackDiamond 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 		$1.28M Buy
3,037
+353
+13% +$129K 0.5% 52
2026
Q2 		$970K Buy
2,684
+75
+3% +$24.1K 0.39% 59
2026
Q1 		$789K Sell
2,609
-52
-2% -$16.7K 0.38% 63
2025
Q4 		$866K Buy
2,661
+211
+9% +$71.9K 0.42% 55
2025
Q3 		$836K Buy
2,450
+56
+2% +$19.4K 0.46% 51
2025
Q2 		$851K Sell
2,394
-107
-4% -$37.3K 0.49% 45
2025
Q1 		$882K Sell
2,501
-29
-1% -$9.8K 0.6% 40
2024
Q4 		$800K Buy
2,530
+12
+0.5% +$3.61K 0.46% 48
2024
Q3 		$780K Buy
2,518
+54
+2% +$14.6K 0.47% 51
2024
Q2 		$640K Buy
2,464
+94
+4% +$25.8K 0.42% 57
2024
Q1 		$661K Sell
2,370
-29
-1% -$8.01K 0.47% 53
2023
Q4 		$661K Buy
2,399
+289
+14% +$71.2K 0.49% 46
2023
Q3 		$492K Buy
2,110
+3
+0.1% +$721 0.44% 52
2023
Q2 		$503K Buy
2,107
+160
+8% +$36.6K 0.42% 63
2023
Q1 		$447K Buy
1,947
+21
+1% +$4.67K 0.46% 56
2022
Q4 		$426K Buy
+1,926
New +$388K 0.48% 60

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

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

BlackDiamond Wealth Management increased its Visa (V) stake by 13% in Q3 2026, buying an estimated $129K and bringing the position to 3,037 shares worth $1.28M. The position accounts for 0.5% of the portfolio, ranked #52.

BlackDiamond Wealth Management first reported a position in V in Q4 2022 and has held it in 16 quarters since. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • BlackDiamond Wealth Management held 3,037 shares of Visa worth $1.28M as of Q3 2026.
  • BlackDiamond Wealth Management bought 353 Visa shares in Q3 2026, an estimated $129K.
  • Visa made up 0.5% of BlackDiamond Wealth Management's portfolio in Q3 2026, its #52 holding.
  • BlackDiamond Wealth Management first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.