Exeter Financial
V icon

Exeter Financial’s Visa V Stock Holding History

Exeter Financial’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 		$388K Buy
1,080
+2
+0.2% +$731 0.15% 85
2026
Q2 		$370K Buy
1,078
+1
+0.1% +$321 0.14% 83
2026
Q1 		$325K Buy
1,077
+250
+30% +$80.4K 0.13% 84
2025
Q4 		$290K Buy
827
+1
+0.1% +$341 0.12% 82
2025
Q3 		$282K Hold
826
– – 0.12% 86
2025
Q2 		$293K Sell
826
-12
-1% -$4.18K 0.13% 82
2025
Q1 		$294K Hold
838
– – 0.13% 80
2024
Q4 		$265K Hold
838
– – 0.12% 83
2024
Q3 		$230K Sell
838
-367
-30% -$99.2K 0.1% 86
2024
Q2 		$316K Buy
+1,205
New +$330K 0.15% 80
2024
Q1 		– Sell
-921
Closed -$242K – 91
2023
Q4 		$242K Buy
921
+1
+0.1% +$246 0.12% 84
2023
Q3 		$212K Hold
920
– – 0.11% 86
2023
Q2 		$221K Buy
920
+1
+0.1% +$229 0.11% 86
2023
Q1 		$208K Buy
+919
New +$205K 0.1% 87
2021
Q3 		– Sell
-1,195
Closed -$285K – 83
2021
Q2 		$285K Buy
+1,195
New +$273K 0.17% 76
2021
Q1 		– Sell
-972
Closed -$213K – 79
2020
Q4 		$213K Buy
+972
New +$199K 0.15% 76

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Exeter Financial's V Position: Q3 2026 in Review

Exeter Financial increased its Visa (V) stake by 0.19% in Q3 2026, buying an estimated $731 and bringing the position to 1,080 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #85.

Exeter Financial first reported a position in V in Q4 2020 and has held it in 16 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Exeter Financial held 1,080 shares of Visa worth $388K as of Q3 2026.
  • Exeter Financial bought 2 Visa shares in Q3 2026, an estimated $731.
  • Visa made up 0.15% of Exeter Financial's portfolio in Q3 2026, its #85 holding.
  • Exeter Financial first reported a position in Visa in Q4 2020 and has held it in 16 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.