Fiduciary Alliance
V icon

Fiduciary Alliance’s Visa V Stock Holding History

Fiduciary Alliance’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 		$2.1M Sell
5,843
-1,356
-19% -$496K 0.16% 142
2026
Q2 		$2.47M Sell
7,199
-834
-10% -$268K 0.17% 152
2026
Q1 		$2.54M Sell
8,033
-21
-0.3% -$6.75K 0.15% 156
2025
Q4 		$2.82M Sell
8,054
-936
-10% -$319K 0.18% 129
2025
Q3 		$3.07M Sell
8,990
-285
-3% -$98.6K 0.21% 114
2025
Q2 		$3.29M Buy
9,275
+156
+2% +$54.4K 0.25% 95
2025
Q1 		$3.2M Sell
9,119
-3,744
-29% -$1.27M 0.31% 76
2024
Q4 		$4.07M Buy
12,863
+8,281
+181% +$2.49M 0.41% 63
2024
Q3 		$1.26M Buy
4,582
+607
+15% +$164K 0.17% 102
2024
Q2 		$1.07M Buy
3,975
+1,401
+54% +$384K 0.17% 87
2024
Q1 		$716K Sell
2,574
-109
-4% -$30.1K 0.13% 104
2023
Q4 		$698K Sell
2,683
-231
-8% -$56.9K 0.14% 93
2023
Q3 		$670K Buy
2,914
+3
+0.1% +$721 0.15% 85
2023
Q2 		$691K Buy
2,911
+1,081
+59% +$247K 0.15% 82
2023
Q1 		$413K Buy
1,830
+110
+6% +$24.5K 0.1% 104
2022
Q4 		$357K Buy
+1,720
New +$347K 0.09% 104

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

Fiduciary Alliance's V Position: Q3 2026 in Review

Fiduciary Alliance reduced its Visa (V) stake by 19% in Q3 2026, selling an estimated $496K and leaving 5,843 shares worth $2.1M. The position accounts for 0.16% of the portfolio, ranked #142.

Fiduciary Alliance first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.07M in Q4 2024. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Fiduciary Alliance held 5,843 shares of Visa worth $2.1M as of Q3 2026.
  • Fiduciary Alliance sold 1,356 Visa shares in Q3 2026, an estimated $496K.
  • Visa made up 0.16% of Fiduciary Alliance's portfolio in Q3 2026, its #142 holding.
  • Fiduciary Alliance first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Visa position peaked at $4.07M in Q4 2024.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.