Ehrlich Financial Group
V icon

Ehrlich Financial Group’s Visa V Stock Holding History

Ehrlich Financial 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 		$309K Buy
859
+13
+2% +$4.75K 0.16% 95
2026
Q2 		$290K Sell
846
-59
-7% -$18.9K 0.15% 95
2026
Q1 		$274K Buy
905
+17
+2% +$5.47K 0.16% 96
2025
Q4 		$311K Hold
888
– – 0.18% 87
2025
Q3 		$303K Sell
888
-19
-2% -$6.58K 0.18% 86
2025
Q2 		$322K Buy
907
+18
+2% +$6.27K 0.21% 77
2025
Q1 		$312K Sell
889
-63
-7% -$21.3K 0.23% 82
2024
Q4 		$301K Sell
952
-21
-2% -$6.32K 0.21% 83
2024
Q3 		$267K Sell
973
-5
-0.5% -$1.35K 0.19% 84
2024
Q2 		$257K Buy
978
+6
+0.6% +$1.64K 0.2% 81
2024
Q1 		$271K Sell
972
-35
-3% -$9.7K 0.23% 80
2023
Q4 		$262K Buy
+1,007
New +$248K 0.26% 78

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Ehrlich Financial Group's V Position: Q3 2026 in Review

Ehrlich Financial Group increased its Visa (V) stake by 1.5% in Q3 2026, buying an estimated $4.75K and bringing the position to 859 shares worth $309K. The position accounts for 0.16% of the portfolio, ranked #95.

Ehrlich Financial Group first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $322K in Q2 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Ehrlich Financial Group held 859 shares of Visa worth $309K as of Q3 2026.
  • Ehrlich Financial Group bought 13 Visa shares in Q3 2026, an estimated $4.75K.
  • Visa made up 0.16% of Ehrlich Financial Group's portfolio in Q3 2026, its #95 holding.
  • Ehrlich Financial Group first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's Visa position peaked at $322K in Q2 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.