DJYG
V icon

David J. Yvars Group’s Visa V Stock Holding History

David J. Yvars 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 		$235K Hold
653
– – 0.11% 91
2026
Q2 		$224K Buy
+653
New +$210K 0.11% 92
2026
Q1 		– Sell
-653
Closed -$229K – 102
2025
Q4 		$229K Buy
653
+29
+5% +$9.88K 0.12% 81
2025
Q3 		$213K Hold
624
– – 0.11% 86
2025
Q2 		$222K Hold
624
– – 0.13% 75
2025
Q1 		$219K Buy
+624
New +$211K 0.17% 59
2022
Q1 		– Sell
-1,650
Closed -$359K – 96
2021
Q4 		$359K Sell
1,650
-1,415
-46% -$304K 0.22% 54
2021
Q3 		$693K Hold
3,065
– – 0.4% 39
2021
Q2 		$720K Hold
3,065
– – 0.4% 40
2021
Q1 		$649K Hold
3,065
– – 0.41% 38
2020
Q4 		$670K Buy
+3,065
New +$627K 0.45% 33

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

David J. Yvars Group's V Position: Q3 2026 in Review

David J. Yvars Group held its Visa (V) position steady in Q3 2026 at 653 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #91.

David J. Yvars Group first reported a position in V in Q4 2020 and has held it in 11 quarters since. The position peaked at $720K in Q2 2021. 550 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • David J. Yvars Group held 653 shares of Visa worth $235K as of Q3 2026.
  • David J. Yvars Group left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.11% of David J. Yvars Group's portfolio in Q3 2026, its #91 holding.
  • David J. Yvars Group first reported a position in Visa in Q4 2020 and has held it in 11 quarters since.
  • David J. Yvars Group's Visa position peaked at $720K in Q2 2021.
  • 550 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.