Cove Private Wealth
V icon

Cove Private Wealth’s Visa V Stock Holding History

Cove Private Wealth’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 		$5.65M Buy
15,729
+1,350
+9% +$493K 0.99% 17
2026
Q2 		$4.93M Buy
14,379
+542
+4% +$174K 0.95% 22
2026
Q1 		$4.18M Buy
13,837
+2,310
+20% +$743K 0.95% 19
2025
Q4 		$4.04M Buy
11,527
+95
+0.8% +$32.4K 1.2% 16
2025
Q3 		$3.9M Hold
11,432
– – 1.24% 15
2025
Q2 		$4.06M Buy
11,432
+320
+3% +$112K 1.43% 11
2025
Q1 		$3.89M Buy
11,112
+62
+0.6% +$21K 2.05% 10
2024
Q4 		$3.49M Hold
11,050
– – 2.1% 9
2024
Q3 		$3.04M Hold
11,050
– – 2.36% 8
2024
Q2 		$2.9M Hold
11,050
– – 2.32% 10
2024
Q1 		$3.08M Hold
11,050
– – 2.63% 7
2023
Q4 		$2.88M Buy
+11,050
New +$2.72M 2.73% 7

Other funds holding V

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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cove Private Wealth's V Position: Q3 2026 in Review

Cove Private Wealth increased its Visa (V) stake by 9.4% in Q3 2026, buying an estimated $493K and bringing the position to 15,729 shares worth $5.65M. The position accounts for 0.99% of the portfolio, ranked #17.

Cove Private Wealth first reported a position in V in Q4 2023 and has held it in 12 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Cove Private Wealth held 15,729 shares of Visa worth $5.65M as of Q3 2026.
  • Cove Private Wealth bought 1,350 Visa shares in Q3 2026, an estimated $493K.
  • Visa made up 0.99% of Cove Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Cove Private Wealth first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.