Commonwealth Financial Services
V icon

Commonwealth Financial Services’s Visa V Stock Holding History

Commonwealth Financial Services’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 		$1.25M Sell
3,487
-1,693
-33% -$619K 0.22% 76
2026
Q2 		$1.31M Buy
5,180
+1,537
+42% +$493K 0.18% 88
2026
Q1 		$1.1M Buy
3,643
+223
+7% +$71.7K 0.17% 79
2025
Q4 		$1.2M Buy
3,420
+406
+13% +$138K 0.2% 68
2025
Q3 		$1.03M Buy
3,014
+78
+3% +$27K 0.18% 72
2025
Q2 		$1.04M Buy
2,936
+166
+6% +$57.9K 0.2% 69
2025
Q1 		$971K Buy
2,770
+17
+0.6% +$5.75K 0.2% 76
2024
Q4 		$870K Buy
2,753
+394
+17% +$118K 0.17% 71
2024
Q3 		$655K Buy
2,359
+113
+5% +$30.6K 0.13% 89
2024
Q2 		$598K Sell
2,246
-136
-6% -$37.3K 0.12% 93
2024
Q1 		$620K Hold
2,382
– – 0.15% 82
2023
Q4 		$620K Buy
2,382
+24
+1% +$5.92K 0.15% 82
2023
Q3 		$542K Buy
+2,358
New +$567K 0.16% 91
2017
Q1 		$3K Hold
32
– – ﹤0.01% 250
2016
Q4 		$3K Hold
32
– – ﹤0.01% 230
2016
Q3 		$3K Hold
32
– – ﹤0.01% 221
2016
Q2 		$2K Hold
32
– – ﹤0.01% 234
2016
Q1 		$2K Hold
32
– – ﹤0.01% 216
2015
Q4 		$2K Hold
32
– – 0.01% 222
2015
Q3 		$2K Hold
32
– – ﹤0.01% 217
2015
Q2 		$2K Hold
32
– – ﹤0.01% 227
2015
Q1 		$2K Buy
+32
New +$2.12K ﹤0.01% 235

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Commonwealth Financial Services's V Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Visa (V) stake by 33% in Q3 2026, selling an estimated $619K and leaving 3,487 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #76.

Commonwealth Financial Services first reported a position in V in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.31M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Commonwealth Financial Services held 3,487 shares of Visa worth $1.25M as of Q3 2026.
  • Commonwealth Financial Services sold 1,693 Visa shares in Q3 2026, an estimated $619K.
  • Visa made up 0.22% of Commonwealth Financial Services's portfolio in Q3 2026, its #76 holding.
  • Commonwealth Financial Services first reported a position in Visa in Q1 2015 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Visa position peaked at $1.31M in Q2 2026.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.