Fermata Advisors
V icon

Fermata Advisors’s Visa V Stock Holding History

Fermata 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 		$776K Buy
2,160
+104
+5% +$38K 0.15% 133
2026
Q2 		$705K Buy
2,056
+5
+0.2% +$1.6K 0.14% 126
2026
Q1 		$620K Buy
2,051
+172
+9% +$55.3K 0.14% 128
2025
Q4 		$659K Buy
1,879
+64
+4% +$21.8K 0.16% 117
2025
Q3 		$620K Sell
1,815
-243
-12% -$84.1K 0.16% 115
2025
Q2 		$731K Sell
2,058
-2,583
-56% -$900K 0.2% 107
2025
Q1 		$1.63M Sell
4,641
-7
-0.2% -$2.37K 0.29% 79
2024
Q4 		$1.47M Buy
4,648
+1,247
+37% +$375K 0.27% 75
2024
Q3 		$935K Buy
3,401
+155
+5% +$41.9K 0.19% 85
2024
Q2 		$852K Buy
3,246
+12
+0.4% +$3.29K 0.2% 87
2024
Q1 		$902K Sell
3,234
-396
-11% -$109K 0.2% 84
2023
Q4 		$945K Sell
3,630
-400
-10% -$98.6K 0.23% 78
2023
Q3 		$928K Buy
4,030
+1,202
+43% +$289K 0.26% 74
2023
Q2 		$672K Buy
2,828
+116
+4% +$26.5K 0.61% 40
2023
Q1 		$611K Sell
2,712
-1,498
-36% -$333K 0.37% 53
2022
Q4 		$875K Sell
4,210
-22
-0.5% -$4.44K 0.26% 76
2022
Q3 		$752K Sell
4,232
-1,199
-22% -$244K 0.24% 83
2022
Q2 		$1.07M Buy
5,431
+605
+13% +$125K 0.37% 70
2022
Q1 		$1.07M Sell
4,826
-129
-3% -$27.9K 0.4% 61
2021
Q4 		$1.07M Sell
4,955
-813
-14% -$175K 0.39% 54
2021
Q3 		$1.28M Sell
5,768
-209
-3% -$49K 0.57% 41
2021
Q2 		$1.4M Buy
5,977
+443
+8% +$101K 0.81% 35
2021
Q1 		$1.17M Buy
+5,534
New +$1.16M 0.99% 28

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

Fermata Advisors's V Position: Q3 2026 in Review

Fermata Advisors increased its Visa (V) stake by 5.1% in Q3 2026, buying an estimated $38K and bringing the position to 2,160 shares worth $776K. The position accounts for 0.15% of the portfolio, ranked #133.

Fermata Advisors first reported a position in V in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Fermata Advisors held 2,160 shares of Visa worth $776K as of Q3 2026.
  • Fermata Advisors bought 104 Visa shares in Q3 2026, an estimated $38K.
  • Visa made up 0.15% of Fermata Advisors's portfolio in Q3 2026, its #133 holding.
  • Fermata Advisors first reported a position in Visa in Q1 2021 and has held it in 23 quarters since.
  • Fermata Advisors's Visa position peaked at $1.63M in Q1 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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