Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$421K Sell
1,173
-72
-6% -$26.3K 0.31% 39
2026
Q2
$427K Hold
1,245
– – 0.35% 38
2026
Q1
$376K Sell
1,245
-1,002
-45% -$322K 0.31% 47
2025
Q4
$788K Buy
+2,247
New +$766K 0.68% 33

Other funds holding V

Dala Group's V Position: Q3 2026 in Review

Dala Group reduced its Visa (V) stake by 5.8% in Q3 2026, selling an estimated $26.3K and leaving 1,173 shares worth $421K. The position accounts for 0.31% of the portfolio, ranked #39.

Dala Group first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $788K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Dala Group held 1,173 shares of Visa worth $421K as of Q3 2026.
  • Dala Group sold 72 Visa shares in Q3 2026, an estimated $26.3K.
  • Visa made up 0.31% of Dala Group's portfolio in Q3 2026, its #39 holding.
  • Dala Group first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Visa position peaked at $788K in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.