Central Valley Advisors’s Visa V Stock Holding History

Central Valley 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	$2.06M	Sell	5,734 -224	-4%	-$81.9K	0.55%	53
2026 Q2	$2.04M	Sell	5,958 -496	-8%	-$159K	0.52%	59
2026 Q1	$1.95M	Sell	6,454 -2,893	-31%	-$930K	0.53%	56
2025 Q4	$3.28M	Sell	9,347 -249	-3%	-$84.8K	0.98%	29
2025 Q3	$3.28M	Sell	9,596 -9	-0.1%	-$3.12K	1.01%	27
2025 Q2	$3.41M	Sell	9,605 -46	-0.5%	-$16K	1.16%	24
2025 Q1	$3.38M	Sell	9,651 -1,435	-13%	-$486K	1.28%	24
2024 Q4	$3.5M	Buy	11,086 +153	+1%	+$46K	1.59%	16
2024 Q3	$3.01M	Buy	10,933 +185	+2%	+$50K	1.7%	16
2024 Q2	$3.08M	Buy	10,748 +117	+1%	+$32.1K	1.31%	21
2024 Q1	$2.97M	Buy	10,631 +366	+4%	+$101K	1.53%	14
2023 Q4	$2.67M	Buy	+10,265	New	+$2.53M	1.57%	13

Other funds holding V

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Central Valley Advisors's V Position: Q3 2026 in Review

Central Valley Advisors reduced its Visa (V) stake by 3.8% in Q3 2026, selling an estimated $81.9K and leaving 5,734 shares worth $2.06M. The position accounts for 0.55% of the portfolio, ranked #53.

Central Valley Advisors first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.5M in Q4 2024. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

Central Valley Advisors held 5,734 shares of Visa worth $2.06M as of Q3 2026.
Central Valley Advisors sold 224 Visa shares in Q3 2026, an estimated $81.9K.
Visa made up 0.55% of Central Valley Advisors's portfolio in Q3 2026, its #53 holding.
Central Valley Advisors first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Visa position peaked at $3.5M in Q4 2024.
2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.