Crown Wealth Group
V icon

Crown Wealth Group’s Visa V Stock Holding History

Crown Wealth Group’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 		$1.41M Sell
3,932
-125
-3% -$45.7K 0.35% 45
2026
Q2 		$1.39M Buy
4,057
+20
+0.5% +$6.42K 0.35% 43
2026
Q1 		$1.22M Buy
4,037
+569
+16% +$183K 0.36% 43
2025
Q4 		$1.22M Sell
3,468
-75
-2% -$25.6K 0.34% 47
2025
Q3 		$1.21M Buy
3,543
+111
+3% +$38.4K 0.36% 40
2025
Q2 		$1.22M Sell
3,432
-77
-2% -$26.8K 0.46% 34
2025
Q1 		$1.23M Buy
3,509
+70
+2% +$23.7K 0.64% 26
2024
Q4 		$1.09M Buy
3,439
+47
+1% +$14.1K 0.44% 37
2024
Q3 		$933K Sell
3,392
-11
-0.3% -$2.97K 0.41% 40
2024
Q2 		$893K Sell
3,403
-39
-1% -$10.7K 0.45% 35
2024
Q1 		$961K Buy
3,442
+564
+20% +$156K 0.5% 28
2023
Q4 		$749K Buy
2,878
+183
+7% +$45.1K 0.45% 30
2023
Q3 		$620K Buy
2,695
+337
+14% +$81K 0.47% 31
2023
Q2 		$560K Sell
2,358
-153
-6% -$35K 0.44% 29
2023
Q1 		$566K Sell
2,511
-120
-5% -$26.7K 0.47% 31
2022
Q4 		$547K Sell
2,631
-115
-4% -$23.2K 0.51% 30
2022
Q3 		$488K Buy
2,746
+480
+21% +$97.7K 0.5% 30
2022
Q2 		$446K Buy
2,266
+58
+3% +$12K 0.4% 39
2022
Q1 		$490K Buy
+2,208
New +$478K 0.34% 47

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

Crown Wealth Group's V Position: Q3 2026 in Review

Crown Wealth Group reduced its Visa (V) stake by 3.1% in Q3 2026, selling an estimated $45.7K and leaving 3,932 shares worth $1.41M. The position accounts for 0.35% of the portfolio, ranked #45.

Crown Wealth Group first reported a position in V in Q1 2022 and has held it in 19 quarters since. 2,034 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Crown Wealth Group held 3,932 shares of Visa worth $1.41M as of Q3 2026.
  • Crown Wealth Group sold 125 Visa shares in Q3 2026, an estimated $45.7K.
  • Visa made up 0.35% of Crown Wealth Group's portfolio in Q3 2026, its #45 holding.
  • Crown Wealth Group first reported a position in Visa in Q1 2022 and has held it in 19 quarters since.
  • 2,034 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.