Fogel Capital Management
V icon

Fogel Capital Management’s Visa V Stock Holding History

Fogel 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 		$3.24M Buy
9,005
+513
+6% +$188K 1.23% 23
2026
Q2 		$2.91M Buy
8,492
+1,943
+30% +$624K 1.17% 25
2026
Q1 		$1.98M Buy
6,549
+1,517
+30% +$488K 0.91% 24
2025
Q4 		$1.76M Buy
5,032
+3,718
+283% +$1.27M 0.81% 26
2025
Q3 		$449K Buy
1,314
+545
+71% +$189K 0.21% 37
2025
Q2 		$273K Buy
+769
New +$268K 0.15% 42

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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

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

Fogel Capital Management increased its Visa (V) stake by 6% in Q3 2026, buying an estimated $188K and bringing the position to 9,005 shares worth $3.24M. The position accounts for 1.23% of the portfolio, ranked #23.

Fogel Capital Management first reported a position in V in Q2 2025 and has held it in 6 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Fogel Capital Management held 9,005 shares of Visa worth $3.24M as of Q3 2026.
  • Fogel Capital Management bought 513 Visa shares in Q3 2026, an estimated $188K.
  • Visa made up 1.23% of Fogel Capital Management's portfolio in Q3 2026, its #23 holding.
  • Fogel Capital Management first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.