Centerpoint Advisors
V icon

Centerpoint Advisors’s Visa V Stock Holding History

Centerpoint 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 		$1.58M Sell
4,400
-63
-1% -$23K 0.44% 28
2026
Q2 		$1.53M Sell
4,463
-50
-1% -$16.1K 0.43% 25
2026
Q1 		$1.36M Hold
4,513
– – 0.44% 25
2025
Q4 		$1.58M Sell
4,513
-2
-0% -$681 0.49% 25
2025
Q3 		$1.54M Buy
4,515
+99
+2% +$34.3K 0.48% 27
2025
Q2 		$1.57M Buy
4,416
+2
+0% +$697 0.53% 25
2025
Q1 		$1.55M Sell
4,414
-20
-0.5% -$6.77K 0.57% 24
2024
Q4 		$1.4M Sell
4,434
-75
-2% -$22.6K 0.49% 24
2024
Q3 		$1.24M Hold
4,509
– – 0.43% 28
2024
Q2 		$1.18M Sell
4,509
-25
-0.6% -$6.85K 0.43% 30
2024
Q1 		$1.26M Sell
4,534
-93
-2% -$25.7K 0.47% 28
2023
Q4 		$1.2M Sell
4,627
-13
-0.3% -$3.2K 0.47% 29
2023
Q3 		$1.07M Sell
4,640
-25
-0.5% -$6.01K 0.45% 31
2023
Q2 		$1.11M Sell
4,665
-55
-1% -$12.6K 0.45% 31
2023
Q1 		$1.06M Buy
4,720
+13
+0.3% +$2.89K 0.46% 29
2022
Q4 		$978K Buy
4,707
+81
+2% +$16.3K 0.46% 29
2022
Q3 		$822K Hold
4,626
– – 0.44% 29
2022
Q2 		$911K Sell
4,626
-85
-2% -$17.6K 0.46% 28
2022
Q1 		$1.04M Sell
4,711
-320
-6% -$69.2K 0.48% 24
2021
Q4 		$1.09M Sell
5,031
-80
-2% -$17.2K 0.48% 27
2021
Q3 		$1.14M Buy
5,111
+1
+0% +$234 0.54% 25
2021
Q2 		$1.2M Buy
5,110
+5,017
+5,395% +$1.15M 0.56% 24
2021
Q1 		$20K Hold
93
– – 0.01% 138
2020
Q4 		$20K Hold
93
– – 0.01% 133
2020
Q3 		$19K Sell
93
-129
-58% -$25.8K 0.01% 123
2020
Q2 		$43K Buy
+222
New +$40.6K 0.03% 87
2018
Q2 		– Sell
-16
Closed -$2K – 400
2018
Q1 		$2K Buy
+16
New +$1.94K ﹤0.01% 218

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Centerpoint Advisors's V Position: Q3 2026 in Review

Centerpoint Advisors reduced its Visa (V) stake by 1.4% in Q3 2026, selling an estimated $23K and leaving 4,400 shares worth $1.58M. The position accounts for 0.44% of the portfolio, ranked #28.

Centerpoint Advisors first reported a position in V in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.58M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Centerpoint Advisors held 4,400 shares of Visa worth $1.58M as of Q3 2026.
  • Centerpoint Advisors sold 63 Visa shares in Q3 2026, an estimated $23K.
  • Visa made up 0.44% of Centerpoint Advisors's portfolio in Q3 2026, its #28 holding.
  • Centerpoint Advisors first reported a position in Visa in Q1 2018 and has held it in 27 quarters since.
  • Centerpoint Advisors's Visa position peaked at $1.58M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.