Broadway Wealth Solutions
V icon

Broadway Wealth Solutions’s Visa V Stock Holding History

Broadway Wealth Solutions’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 		$415K Sell
1,155
-24
-2% -$8.77K 0.19% 44
2026
Q2 		$405K Buy
1,179
+49
+4% +$15.7K 0.19% 38
2026
Q1 		$342K Buy
1,130
+100
+10% +$32.2K 0.18% 56
2025
Q4 		$361K Sell
1,030
-193
-16% -$65.8K 0.19% 50
2025
Q3 		$417K Buy
1,223
+37
+3% +$12.8K 0.23% 38
2025
Q2 		$421K Sell
1,186
-42
-3% -$14.6K 0.26% 34
2025
Q1 		$431K Sell
1,228
-97
-7% -$32.8K 0.31% 30
2024
Q4 		$419K Buy
+1,325
New +$398K 0.32% 33

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

Broadway Wealth Solutions's V Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Visa (V) stake by 2% in Q3 2026, selling an estimated $8.77K and leaving 1,155 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #44.

Broadway Wealth Solutions first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $431K in Q1 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Broadway Wealth Solutions held 1,155 shares of Visa worth $415K as of Q3 2026.
  • Broadway Wealth Solutions sold 24 Visa shares in Q3 2026, an estimated $8.77K.
  • Visa made up 0.19% of Broadway Wealth Solutions's portfolio in Q3 2026, its #44 holding.
  • Broadway Wealth Solutions first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Visa position peaked at $431K in Q1 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.