ECM
V icon

Ebert Capital Management’s Visa V Stock Holding History

Ebert Capital 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 		$2.55M Sell
7,102
-71
-1% -$26K 2.22% 8
2026
Q2 		$2.46M Buy
7,173
+188
+3% +$60.4K 2.31% 11
2026
Q1 		$2.11M Sell
6,985
-3
-0% -$965 2.16% 12
2025
Q4 		$2.25M Buy
+6,988
New +$2.38M 2.18% 11

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Ebert Capital Management's V Position: Q3 2026 in Review

Ebert Capital Management reduced its Visa (V) stake by 0.99% in Q3 2026, selling an estimated $26K and leaving 7,102 shares worth $2.55M. The position accounts for 2.22% of the portfolio, ranked #8.

Ebert Capital Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Ebert Capital Management held 7,102 shares of Visa worth $2.55M as of Q3 2026.
  • Ebert Capital Management sold 71 Visa shares in Q3 2026, an estimated $26K.
  • Visa made up 2.22% of Ebert Capital Management's portfolio in Q3 2026, its #8 holding.
  • Ebert Capital Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.