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Echo45 Advisors’s Visa V Stock Holding History

Echo45 Advisors’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 		$509K Buy
1,417
+100
+8% +$36.6K 0.23% 57
2026
Q2 		$452K Sell
1,317
-105
-7% -$33.7K 0.23% 47
2026
Q1 		$430K Sell
1,422
-100
-7% -$32.2K 0.24% 46
2025
Q4 		$534K Sell
1,522
-36
-2% -$12.3K 0.3% 45
2025
Q3 		$532K Sell
1,558
-33
-2% -$11.4K 0.31% 33
2025
Q2 		$565K Buy
1,591
+72
+5% +$25.1K 0.36% 31
2025
Q1 		$532K Buy
1,519
+45
+3% +$15.2K 0.36% 31
2024
Q4 		$464K Sell
1,474
-26
-2% -$7.82K 0.3% 34
2024
Q3 		$412K Sell
1,500
-86
-5% -$23.3K 0.27% 30
2024
Q2 		$416K Sell
1,586
-300
-16% -$82.2K 0.29% 29
2024
Q1 		$526K Sell
1,886
-7
-0.4% -$1.93K 0.38% 23
2023
Q4 		$493K Buy
1,893
+157
+9% +$38.7K 0.38% 23
2023
Q3 		$399K Sell
1,736
-129
-7% -$31K 0.34% 24
2023
Q2 		$443K Sell
1,865
-66
-3% -$15.1K 0.37% 23
2023
Q1 		$435K Sell
1,931
-99
-5% -$22K 0.36% 22
2022
Q4 		$422K Buy
2,030
+108
+6% +$21.8K 0.38% 26
2022
Q3 		$341K Sell
1,922
-495
-20% -$101K 0.35% 25
2022
Q2 		$476K Sell
2,417
-1,105
-31% -$228K 0.45% 22
2022
Q1 		$781K Sell
3,522
-576
-14% -$125K 0.61% 25
2021
Q4 		$888K Buy
+4,098
New +$880K 0.71% 24

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
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

Echo45 Advisors's V Position: Q3 2026 in Review

Echo45 Advisors increased its Visa (V) stake by 7.6% in Q3 2026, buying an estimated $36.6K and bringing the position to 1,417 shares worth $509K. The position accounts for 0.23% of the portfolio, ranked #57.

Echo45 Advisors first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $888K in Q4 2021. 356 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Echo45 Advisors held 1,417 shares of Visa worth $509K as of Q3 2026.
  • Echo45 Advisors bought 100 Visa shares in Q3 2026, an estimated $36.6K.
  • Visa made up 0.23% of Echo45 Advisors's portfolio in Q3 2026, its #57 holding.
  • Echo45 Advisors first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's Visa position peaked at $888K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.