DF
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Define Financial’s Visa V Stock Holding History

Define Financial’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 		$450K Sell
1,252
-39
-3% -$14.3K 0.19% 28
2026
Q2 		$443K Buy
1,291
+508
+65% +$163K 0.2% 27
2026
Q1 		$237K Buy
783
+2
+0.3% +$643 0.13% 36
2025
Q4 		$274K Buy
781
+2
+0.3% +$681 0.16% 35
2025
Q3 		$266K Buy
779
+30
+4% +$10.4K 0.16% 34
2025
Q2 		$266K Buy
749
+1
+0.1% +$349 0.18% 29
2025
Q1 		$249K Buy
748
+1
+0.1% +$338 0.19% 28
2024
Q4 		$236K Buy
+747
New +$225K 0.18% 30

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Define Financial's V Position: Q3 2026 in Review

Define Financial reduced its Visa (V) stake by 3% in Q3 2026, selling an estimated $14.3K and leaving 1,252 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #28.

Define Financial first reported a position in V in Q4 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Define Financial held 1,252 shares of Visa worth $450K as of Q3 2026.
  • Define Financial sold 39 Visa shares in Q3 2026, an estimated $14.3K.
  • Visa made up 0.19% of Define Financial's portfolio in Q3 2026, its #28 holding.
  • Define Financial first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 792 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.