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CapWealth Advisors’s Visa V Stock Holding History

CapWealth Advisors’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 		$310K Buy
862
+22
+3% +$8.04K 0.02% 94
2026
Q2 		$288K Sell
840
-50
-6% -$16.1K 0.02% 98
2026
Q1 		$269K Sell
890
-22
-2% -$7.07K 0.02% 100
2025
Q4 		$320K Buy
912
+20
+2% +$6.81K 0.02% 103
2025
Q3 		$305K Sell
892
-19
-2% -$6.58K 0.02% 100
2025
Q2 		$323K Sell
911
-2
-0.2% -$697 0.03% 85
2025
Q1 		$320K Sell
913
-28
-3% -$9.47K 0.03% 83
2024
Q4 		$297K Buy
941
+19
+2% +$5.71K 0.03% 89
2024
Q3 		$254K Buy
+922
New +$249K 0.03% 97
2023
Q1 		– Sell
-1,036
Closed -$215K – 112
2022
Q4 		$215K Buy
+1,036
New +$209K 0.03% 106
2022
Q3 		– Sell
-1,338
Closed -$263K – 110
2022
Q2 		$263K Buy
1,338
+352
+36% +$72.7K 0.03% 99
2022
Q1 		$219K Hold
986
– – 0.02% 113
2021
Q4 		$214K Sell
986
-75
-7% -$16.1K 0.02% 114
2021
Q3 		$236K Sell
1,061
-6
-0.6% -$1.41K 0.03% 102
2021
Q2 		$249K Buy
1,067
+45
+4% +$10.3K 0.03% 100
2021
Q1 		$216K Hold
1,022
– – 0.02% 95
2020
Q4 		$224K Buy
+1,022
New +$209K 0.03% 91
2016
Q4 		– Sell
-148
Closed -$12K – 248
2016
Q3 		$12K Hold
148
– – ﹤0.01% 208
2016
Q2 		$11K Hold
148
– – ﹤0.01% 207
2016
Q1 		$11K Hold
148
– – ﹤0.01% 233
2015
Q4 		$11K Hold
148
– – ﹤0.01% 192
2015
Q3 		$10K Hold
148
– – ﹤0.01% 194
2015
Q2 		$10K Sell
148
-296
-67% -$20.1K ﹤0.01% 205
2015
Q1 		$29K Buy
+444
New +$29.4K 0.01% 158
2014
Q4 		– Sell
-148
Closed -$8K – 264
2014
Q3 		$8K Hold
148
– – ﹤0.01% 253
2014
Q2 		$8K Sell
148
-272
-65% -$14.2K ﹤0.01% 261
2014
Q1 		$23K Buy
+420
New +$23.3K 0.01% 185
2013
Q4 		– Sell
-400
Closed -$19K – 410
2013
Q3 		$19K Buy
+400
New +$18.5K 0.01% 246

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors's V Position: Q3 2026 in Review

CapWealth Advisors increased its Visa (V) stake by 2.6% in Q3 2026, buying an estimated $8.04K and bringing the position to 862 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #94.

CapWealth Advisors first reported a position in V in Q3 2013 and has held it in 28 quarters since. The position peaked at $323K in Q2 2025. 410 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • CapWealth Advisors held 862 shares of Visa worth $310K as of Q3 2026.
  • CapWealth Advisors bought 22 Visa shares in Q3 2026, an estimated $8.04K.
  • Visa made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #94 holding.
  • CapWealth Advisors first reported a position in Visa in Q3 2013 and has held it in 28 quarters since.
  • CapWealth Advisors's Visa position peaked at $323K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.