Ethos Capital Management
V icon

Ethos Capital Management’s Visa V Stock Holding History

Ethos 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 		$401K Sell
1,115
-392
-26% -$143K 0.27% 50
2026
Q2 		$517K Sell
1,507
-3,466
-70% -$1.11M 0.37% 48
2026
Q1 		$1.5M Buy
4,973
+771
+18% +$248K 1.29% 30
2025
Q4 		$1.47M Buy
+4,202
New +$1.43M 1.39% 28

Other funds holding V

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Geode Capital Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Ethos Capital Management reduced its Visa (V) stake by 26% in Q3 2026, selling an estimated $143K and leaving 1,115 shares worth $401K. The position accounts for 0.27% of the portfolio, ranked #50.

Ethos Capital Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q1 2026. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Ethos Capital Management held 1,115 shares of Visa worth $401K as of Q3 2026.
  • Ethos Capital Management sold 392 Visa shares in Q3 2026, an estimated $143K.
  • Visa made up 0.27% of Ethos Capital Management's portfolio in Q3 2026, its #50 holding.
  • Ethos Capital Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • Ethos Capital Management's Visa position peaked at $1.5M in Q1 2026.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.