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Dickmeyer Boyce Financial Management’s Visa V Stock Holding History

Dickmeyer Boyce Financial Management’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 		$279K Hold
778
– – 0.14% 111
2026
Q2 		$267K Buy
+778
New +$250K 0.14% 114

Other funds holding V

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Dickmeyer Boyce Financial Management's V Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Visa (V) position steady in Q3 2026 at 778 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #111.

Dickmeyer Boyce Financial Management first reported a position in V in Q2 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 778 shares of Visa worth $279K as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.14% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #111 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Visa in Q2 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.