Cyndeo Wealth Partners
V icon

Cyndeo Wealth Partners’s Visa V Stock Holding History

Cyndeo Wealth Partners’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 		$10.8M Sell
30,067
-2,746
-8% -$1M 0.49% 57
2026
Q2 		$11.3M Buy
32,813
+2,630
+9% +$844K 0.53% 55
2026
Q1 		$9.12M Sell
30,183
-183
-0.6% -$58.8K 0.48% 67
2025
Q4 		$10.6M Buy
30,366
+427
+1% +$145K 0.57% 44
2025
Q3 		$10.2M Buy
29,939
+155
+0.5% +$53.6K 0.57% 44
2025
Q2 		$10.6M Buy
29,784
+1,271
+4% +$443K 0.63% 39
2025
Q1 		$10M Sell
28,513
-1,158
-4% -$392K 0.66% 40
2024
Q4 		$9.38M Buy
29,671
+316
+1% +$95K 0.63% 39
2024
Q3 		$8.07M Buy
29,355
+420
+1% +$114K 0.56% 49
2024
Q2 		$7.59M Buy
28,935
+1,963
+7% +$538K 0.59% 41
2024
Q1 		$7.53M Sell
26,972
-1,952
-7% -$539K 0.63% 41
2023
Q4 		$7.53M Sell
28,924
-2,694
-9% -$664K 0.7% 32
2023
Q3 		$7.27M Buy
31,618
+2,166
+7% +$521K 0.76% 32
2023
Q2 		$6.99M Sell
29,452
-638
-2% -$146K 0.73% 39
2023
Q1 		$6.78M Buy
30,090
+1,588
+6% +$353K 0.73% 35
2022
Q4 		$5.92M Buy
+28,502
New +$5.75M 0.7% 44

Other funds holding V

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Cyndeo Wealth Partners's V Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Visa (V) stake by 8.4% in Q3 2026, selling an estimated $1M and leaving 30,067 shares worth $10.8M. The position accounts for 0.49% of the portfolio, ranked #57.

Cyndeo Wealth Partners first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.3M in Q2 2026. 2,492 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Cyndeo Wealth Partners held 30,067 shares of Visa worth $10.8M as of Q3 2026.
  • Cyndeo Wealth Partners sold 2,746 Visa shares in Q3 2026, an estimated $1M.
  • Visa made up 0.49% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Cyndeo Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Visa position peaked at $11.3M in Q2 2026.
  • 2,492 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.