Centurion Wealth Management’s Visa V Stock Holding History

Centurion Wealth Management’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	$1.46M	Sell	4,049 -138	-3%	-$50.4K	0.35%	69
2026 Q2	$1.44M	Sell	4,187 -1,813	-30%	-$582K	0.34%	70
2026 Q1	$1.81M	Buy	6,000 +129	+2%	+$41.5K	0.41%	62
2025 Q4	$2.06M	Sell	5,871 -20	-0.3%	-$6.81K	0.45%	58
2025 Q3	$2.01M	Buy	5,891 +145	+3%	+$50.2K	0.46%	56
2025 Q2	$2.04M	Sell	5,746 -171	-3%	-$59.6K	0.58%	43
2025 Q1	$1.87M	Hold	5,917	–	–	0.59%	36
2024 Q4	$1.87M	Sell	5,917 -71	-1%	-$21.4K	0.59%	36
2024 Q3	$1.65M	Buy	+5,988	New	+$1.62M	0.53%	43
2024 Q1	$1.49M	Sell	5,324 -60	-1%	-$16.6K	0.59%	35
2023 Q4	$1.4M	Sell	5,384 -28	-0.5%	-$6.9K	0.6%	32
2023 Q3	$1.24M	Buy	5,412 +17	+0.3%	+$4.09K	0.61%	35
2023 Q2	$1.28M	Sell	5,395 -19	-0.4%	-$4.35K	0.62%	34
2023 Q1	$1.22M	Buy	5,414 +56	+1%	+$12.5K	0.62%	35
2022 Q4	$1.11M	Buy	+5,358	New	+$1.08M	0.63%	40

Other funds holding V

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

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Centurion Wealth Management's V Position: Q3 2026 in Review

Centurion Wealth Management reduced its Visa (V) stake by 3.3% in Q3 2026, selling an estimated $50.4K and leaving 4,049 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #69.

Centurion Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.06M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Centurion Wealth Management held 4,049 shares of Visa worth $1.46M as of Q3 2026.
Centurion Wealth Management sold 138 Visa shares in Q3 2026, an estimated $50.4K.
Visa made up 0.35% of Centurion Wealth Management's portfolio in Q3 2026, its #69 holding.
Centurion Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's Visa position peaked at $2.06M in Q4 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.