Capital Advantage
V icon

Capital Advantage’s Visa V Stock Holding History

Capital Advantage’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 		$1.51M Buy
4,195
+873
+26% +$319K 0.18% 56
2026
Q2 		$1.14M Sell
3,322
-31
-0.9% -$10K 0.14% 62
2026
Q1 		$1.01M Buy
3,353
+44
+1% +$14.1K 0.13% 67
2025
Q4 		$1.16M Sell
3,309
-84
-2% -$28.6K 0.16% 57
2025
Q3 		$1.16M Buy
3,393
+35
+1% +$12.1K 0.17% 55
2025
Q2 		$1.19M Sell
3,358
-36
-1% -$12.5K 0.19% 53
2025
Q1 		$1.07M Hold
3,394
– – 0.2% 51
2024
Q4 		$1.07M Buy
+3,394
New +$1.02M 0.2% 51

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Capital Advantage's V Position: Q3 2026 in Review

Capital Advantage increased its Visa (V) stake by 26% in Q3 2026, buying an estimated $319K and bringing the position to 4,195 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #56.

Capital Advantage first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Capital Advantage held 4,195 shares of Visa worth $1.51M as of Q3 2026.
  • Capital Advantage bought 873 Visa shares in Q3 2026, an estimated $319K.
  • Visa made up 0.18% of Capital Advantage's portfolio in Q3 2026, its #56 holding.
  • Capital Advantage first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.