Boit C.F. David’s Visa V Stock Holding History

Boit C.F. David’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	$9.6M	Buy	26,710 +80	+0.3%	+$29.2K	3.98%	8
2026 Q2	$9.14M	Hold	26,630	–	–	3.85%	7
2026 Q1	$9.31M	Hold	26,630	–	–	4.13%	6
2025 Q4	$9.31M	Hold	26,630	–	–	4.03%	7
2025 Q3	$9.09M	Hold	26,630	–	–	4.11%	7
2025 Q2	$9.45M	Hold	26,630	–	–	4.55%	3
2025 Q1	$9.33M	Hold	26,630	–	–	4.68%	4
2024 Q4	$8.42M	Hold	26,630	–	–	3.42%	5
2024 Q3	$7.38M	Hold	26,630	–	–	3.65%	6
2024 Q2	$6.99M	Hold	26,630	–	–	3.64%	6
2024 Q1	$7.12M	Hold	26,630	–	–	3.89%	5
2023 Q4	$6.87M	Buy	26,630 +2,700	+11%	+$665K	3.88%	5
2023 Q3	$5.53M	Hold	23,930	–	–	3.79%	7
2023 Q2	$5.68M	Hold	23,930	–	–	3.77%	6
2023 Q1	$5.57M	Hold	23,930	–	–	3.8%	6
2022 Q4	$4.97M	Hold	23,930	–	–	3.54%	8
2022 Q3	$4.25M	Buy	+23,930	New	+$4.87M	3.46%	8
2022 Q1	$5.34M	Sell	23,930 -700	-3%	-$151K	3.51%	6
2021 Q4	$5.34M	Hold	24,630	–	–	3.39%	7
2021 Q3	$5.68M	Buy	24,630 +1,270	+5%	+$298K	3.9%	6
2021 Q2	$5.46M	Buy	+23,360	New	+$5.34M	4.16%	6

Other funds holding V

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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Boit C.F. David's V Position: Q3 2026 in Review

Boit C.F. David increased its Visa (V) stake by 0.3% in Q3 2026, buying an estimated $29.2K and bringing the position to 26,710 shares worth $9.6M. The position accounts for 3.98% of the portfolio, ranked #8.

Boit C.F. David first reported a position in V in Q2 2021 and has held it in 21 quarters since. 2,360 funds tracked by Wall St. Rank hold V as of Q3 2026.

Boit C.F. David held 26,710 shares of Visa worth $9.6M as of Q3 2026.
Boit C.F. David bought 80 Visa shares in Q3 2026, an estimated $29.2K.
Visa made up 3.98% of Boit C.F. David's portfolio in Q3 2026, its #8 holding.
Boit C.F. David first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
2,360 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.