Financial Management Network
V icon

Financial Management Network’s Visa V Stock Holding History

Financial Management Network’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 		$6.07M Sell
16,818
-123
-0.7% -$45K 0.87% 30
2026
Q2 		$6.07M Sell
16,941
-427
-2% -$137K 0.87% 32
2026
Q1 		$5.35M Sell
17,368
-403
-2% -$130K 0.82% 37
2025
Q4 		$6.16M Sell
17,771
-136
-0.8% -$46.3K 0.97% 28
2025
Q3 		$6.25M Sell
17,907
-391
-2% -$135K 1.03% 26
2025
Q2 		$6.57M Sell
18,298
-171
-0.9% -$59.6K 1.18% 21
2025
Q1 		$5.77M Sell
18,469
-800
-4% -$271K 1.3% 19
2024
Q4 		$6.07M Sell
19,269
-858
-4% -$258K 1.26% 22
2024
Q3 		$5.59M Sell
20,127
-37
-0.2% -$10K 1.17% 22
2024
Q2 		$5.45M Buy
20,164
+183
+0.9% +$50.2K 1.31% 21
2024
Q1 		$5.47M Buy
19,981
+291
+1% +$80.3K 1.38% 19
2023
Q4 		$5.11M Sell
19,690
-109
-0.6% -$26.9K 1.49% 17
2023
Q3 		$4.58M Sell
19,799
-138
-0.7% -$33.2K 1.52% 17
2023
Q2 		$4.74M Hold
19,937
– – 1.65% 15
2023
Q1 		$4.54M Sell
19,937
-84
-0.4% -$18.7K 1.82% 14
2022
Q4 		$4.26M Buy
20,021
+456
+2% +$92K 1.89% 11
2022
Q3 		$3.63M Buy
19,565
+31
+0.2% +$6.31K 1.79% 10
2022
Q2 		$3.89M Sell
19,534
-196
-1% -$40.5K 2.07% 9
2022
Q1 		$4.49M Sell
19,730
-946
-5% -$205K 2.28% 10
2021
Q4 		$4.6M Sell
20,676
-998
-5% -$214K 2.11% 9
2021
Q3 		$4.87M Sell
21,674
-159
-0.7% -$37.3K 2.47% 8
2021
Q2 		$5.21M Buy
21,833
+154
+0.7% +$35.2K 2.65% 7
2021
Q1 		$5.04M Buy
21,679
+798
+4% +$168K 2.61% 8
2020
Q4 		$4.3M Buy
+20,881
New +$4.27M 2.65% 9

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

Financial Management Network's V Position: Q3 2026 in Review

Financial Management Network reduced its Visa (V) stake by 0.73% in Q3 2026, selling an estimated $45K and leaving 16,818 shares worth $6.07M. The position accounts for 0.87% of the portfolio, ranked #30.

Financial Management Network first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.57M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Financial Management Network held 16,818 shares of Visa worth $6.07M as of Q3 2026.
  • Financial Management Network sold 123 Visa shares in Q3 2026, an estimated $45K.
  • Visa made up 0.87% of Financial Management Network's portfolio in Q3 2026, its #30 holding.
  • Financial Management Network first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Visa position peaked at $6.57M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.