EWA
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Encompass Wealth Advisors’s Visa V Stock Holding History

Encompass Wealth 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 		$772K Buy
2,150
+1,115
+108% +$408K 0.11% 79
2026
Q2 		$355K Sell
1,035
-35
-3% -$11.2K 0.11% 80
2026
Q1 		$324K Sell
1,070
-30
-3% -$9.65K 0.11% 76
2025
Q4 		$386K Sell
1,100
-13
-1% -$4.43K 0.13% 73
2025
Q3 		$380K Sell
1,113
-3
-0.3% -$1.04K 0.13% 82
2025
Q2 		$396K Buy
1,116
+6
+0.5% +$2.09K 0.15% 72
2025
Q1 		$389K Sell
1,110
-19
-2% -$6.43K 0.16% 72
2024
Q4 		$357K Sell
1,129
-2,496
-69% -$751K 0.14% 77
2024
Q3 		$997K Hold
3,625
– – 0.25% 83
2024
Q2 		$951K Buy
3,625
+53
+1% +$14.5K 0.25% 81
2024
Q1 		$997K Buy
3,572
+44
+1% +$12.1K 0.26% 81
2023
Q4 		$919K Buy
3,528
+19
+0.5% +$4.68K 0.28% 72
2023
Q3 		$807K Sell
3,509
-13
-0.4% -$3.13K 0.27% 77
2023
Q2 		$836K Sell
3,522
-612
-15% -$140K 0.27% 73
2023
Q1 		$932K Sell
4,134
-150
-4% -$33.4K 0.32% 62
2022
Q4 		$890K Buy
4,284
+446
+12% +$89.9K 0.32% 60
2022
Q3 		$682K Buy
3,838
+483
+14% +$98.3K 0.26% 69
2022
Q2 		$661K Sell
3,355
-297
-8% -$61.4K 0.23% 73
2022
Q1 		$810K Buy
3,652
+1,549
+74% +$335K 0.2% 83
2021
Q4 		$456K Hold
2,103
– – 0.11% 140
2021
Q3 		$468K Buy
2,103
+60
+3% +$14.1K 0.12% 129
2021
Q2 		$477K Buy
2,043
+10
+0.5% +$2.29K 0.12% 138
2021
Q1 		$471K Buy
+2,033
New +$428K 0.12% 139

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B 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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Encompass Wealth Advisors's V Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Visa (V) stake by 108% in Q3 2026, buying an estimated $408K and bringing the position to 2,150 shares worth $772K. The position accounts for 0.11% of the portfolio, ranked #79.

Encompass Wealth Advisors first reported a position in V in Q1 2021 and has held it in 23 quarters since. The position peaked at $997K in Q1 2024. 765 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Encompass Wealth Advisors held 2,150 shares of Visa worth $772K as of Q3 2026.
  • Encompass Wealth Advisors bought 1,115 Visa shares in Q3 2026, an estimated $408K.
  • Visa made up 0.11% of Encompass Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • Encompass Wealth Advisors first reported a position in Visa in Q1 2021 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Visa position peaked at $997K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.