Carter Financial Group
V icon

Carter Financial Group’s Visa V Stock Holding History

Carter Financial 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 		$368K Buy
1,023
+126
+14% +$46.1K 0.19% 87
2026
Q2 		$308K Sell
897
-90
-9% -$28.9K 0.16% 97
2026
Q1 		$298K Sell
987
-48
-5% -$15.4K 0.18% 89
2025
Q4 		$363K Sell
1,035
-451
-30% -$154K 0.22% 80
2025
Q3 		$507K Buy
1,486
+283
+24% +$97.9K 0.31% 55
2025
Q2 		$426K Buy
+1,203
New +$419K 0.28% 63

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Principal Financial Group
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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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Carter Financial Group's V Position: Q3 2026 in Review

Carter Financial Group increased its Visa (V) stake by 14% in Q3 2026, buying an estimated $46.1K and bringing the position to 1,023 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #87.

Carter Financial Group first reported a position in V in Q2 2025 and has held it in 6 quarters since. The position peaked at $507K in Q3 2025. 2,360 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Carter Financial Group held 1,023 shares of Visa worth $368K as of Q3 2026.
  • Carter Financial Group bought 126 Visa shares in Q3 2026, an estimated $46.1K.
  • Visa made up 0.19% of Carter Financial Group's portfolio in Q3 2026, its #87 holding.
  • Carter Financial Group first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's Visa position peaked at $507K in Q3 2025.
  • 2,360 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.