C2C Wealth Management’s Visa V Stock Holding History

C2C 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	$504K	Hold	1,402	–	–	0.39%	49
2026 Q2	$481K	Hold	1,402	–	–	0.38%	50
2026 Q1	$424K	Hold	1,402	–	–	0.36%	55
2025 Q4	$492K	Buy	1,402 +120	+9%	+$40.9K	0.41%	48
2025 Q3	$438K	Buy	1,282 +82	+7%	+$28.4K	0.38%	51
2025 Q2	$426K	Hold	1,200	–	–	0.39%	51
2025 Q1	$421K	Hold	1,200	–	–	0.39%	51
2024 Q4	$379K	Hold	1,200	–	–	0.35%	54
2024 Q3	$348K	Hold	1,200	–	–	0.32%	59
2024 Q2	$315K	Hold	1,200	–	–	0.31%	63
2024 Q1	$335K	Hold	1,200	–	–	0.33%	60
2023 Q4	$312K	Sell	1,200 -138	-10%	-$34K	0.26%	79
2023 Q3	$308K	Hold	1,338	–	–	0.04%	197
2023 Q2	$327K	Sell	1,338 -50	-4%	-$11.4K	0.04%	195
2023 Q1	$316K	Sell	1,388 -12	-0.9%	-$2.67K	0.05%	191
2022 Q4	$309K	Sell	1,400 -527	-27%	-$106K	0.05%	137
2022 Q3	$358K	Sell	1,927 -50	-3%	-$10.2K	0.07%	125
2022 Q2	$422K	Sell	1,977 -250	-11%	-$51.7K	0.08%	118
2022 Q1	$488K	Buy	2,227 +494	+29%	+$107K	0.08%	117
2021 Q4	$376K	Buy	+1,733	New	+$372K	0.05%	149

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

C2C Wealth Management's V Position: Q3 2026 in Review

C2C Wealth Management held its Visa (V) position steady in Q3 2026 at 1,402 shares worth $504K. The position accounts for 0.39% of the portfolio, ranked #49.

C2C Wealth Management first reported a position in V in Q4 2021 and has held it in 20 quarters since. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

C2C Wealth Management held 1,402 shares of Visa worth $504K as of Q3 2026.
C2C Wealth Management left its Visa share count unchanged in Q3 2026.
Visa made up 0.39% of C2C Wealth Management's portfolio in Q3 2026, its #49 holding.
C2C Wealth Management first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.