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Boomfish Wealth Group’s Visa V Stock Holding History

Boomfish Wealth 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 		$3.6M Buy
10,028
+91
+0.9% +$33.3K 1.56% 20
2026
Q2 		$3.41M Buy
9,937
+216
+2% +$69.3K 1.55% 21
2026
Q1 		$2.94M Buy
9,721
+145
+2% +$46.6K 1.57% 17
2025
Q4 		$3.36M Sell
9,576
-67
-0.7% -$22.8K 1.8% 13
2025
Q3 		$3.29M Sell
9,643
-138
-1% -$47.8K 1.78% 16
2025
Q2 		$3.47M Buy
9,781
+889
+10% +$310K 2.01% 8
2025
Q1 		$3.12M Sell
8,892
-310
-3% -$105K 2.02% 8
2024
Q4 		$2.91M Buy
9,202
+138
+2% +$41.5K 1.76% 14
2024
Q3 		$2.49M Buy
9,064
+202
+2% +$54.6K 1.53% 23
2024
Q2 		$2.33M Buy
8,862
+95
+1% +$26K 1.5% 28
2024
Q1 		$2.45M Sell
8,767
-406
-4% -$112K 1.65% 21
2023
Q4 		$2.39M Buy
+9,173
New +$2.26M 1.72% 21

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Boomfish Wealth Group's V Position: Q3 2026 in Review

Boomfish Wealth Group increased its Visa (V) stake by 0.92% in Q3 2026, buying an estimated $33.3K and bringing the position to 10,028 shares worth $3.6M. The position accounts for 1.56% of the portfolio, ranked #20.

Boomfish Wealth Group first reported a position in V in Q4 2023 and has held it in 12 quarters since. 2,193 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Boomfish Wealth Group held 10,028 shares of Visa worth $3.6M as of Q3 2026.
  • Boomfish Wealth Group bought 91 Visa shares in Q3 2026, an estimated $33.3K.
  • Visa made up 1.56% of Boomfish Wealth Group's portfolio in Q3 2026, its #20 holding.
  • Boomfish Wealth Group first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.