Cascade Investment Group’s Visa V Stock Holding History

Cascade Investment 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	$2.29M	Sell	6,370 -22	-0.3%	-$8.04K	1.27%	15
2026 Q2	$2.19M	Sell	6,392 -113	-2%	-$36.3K	1.23%	14
2026 Q1	$1.97M	Buy	6,505 +125	+2%	+$40.2K	1.29%	13
2025 Q4	$2.24M	Sell	6,380 -158	-2%	-$53.8K	1.49%	12
2025 Q3	$2.23M	Sell	6,538 -12	-0.2%	-$4.15K	1.48%	13
2025 Q2	$2.33M	Buy	6,550 +71	+1%	+$24.7K	1.62%	10
2025 Q1	$2.27M	Sell	6,479 -315	-5%	-$107K	1.75%	13
2024 Q4	$2.15M	Buy	6,794 +6	+0.1%	+$1.8K	1.54%	14
2024 Q3	$1.87M	Sell	6,788 -458	-6%	-$124K	1.37%	16
2024 Q2	$1.9M	Sell	7,246 -31	-0.4%	-$8.5K	1.48%	15
2024 Q1	$2.03M	Sell	7,277 -139	-2%	-$38.4K	1.52%	14
2023 Q4	$1.93M	Buy	7,416 +197	+3%	+$48.6K	1.56%	13
2023 Q3	$1.66M	Sell	7,219 -80	-1%	-$19.2K	1.57%	16
2023 Q2	$1.73M	Buy	7,299 +243	+3%	+$55.6K	1.58%	15
2023 Q1	$1.59M	Buy	7,056 +79	+1%	+$17.6K	1.57%	15
2022 Q4	$1.45M	Buy	+6,977	New	+$1.41M	1.51%	14

Other funds holding V

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Cascade Investment Group's V Position: Q3 2026 in Review

Cascade Investment Group reduced its Visa (V) stake by 0.34% in Q3 2026, selling an estimated $8.04K and leaving 6,370 shares worth $2.29M. The position accounts for 1.27% of the portfolio, ranked #15.

Cascade Investment Group first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.33M in Q2 2025. 528 funds tracked by Wall St. Rank hold V as of Q3 2026.

Cascade Investment Group held 6,370 shares of Visa worth $2.29M as of Q3 2026.
Cascade Investment Group sold 22 Visa shares in Q3 2026, an estimated $8.04K.
Visa made up 1.27% of Cascade Investment Group's portfolio in Q3 2026, its #15 holding.
Cascade Investment Group first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
Cascade Investment Group's Visa position peaked at $2.33M in Q2 2025.
528 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.