Frank Rimerman Advisors
V icon

Frank Rimerman Advisors’s Visa V Stock Holding History

Frank Rimerman 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 		$10.3M Buy
28,754
+4
+0% +$1.46K 0.57% 27
2026
Q2 		$9.9M Sell
28,750
-681
-2% -$219K 0.56% 27
2026
Q1 		$8.9M Buy
29,431
+256
+0.9% +$82.3K 0.58% 25
2025
Q4 		$10.2M Sell
29,175
-438
-1% -$149K 0.65% 20
2025
Q3 		$10.1M Sell
29,613
-6
-0% -$2.08K 0.65% 20
2025
Q2 		$10.5M Buy
29,619
+788
+3% +$275K 0.71% 18
2025
Q1 		$10.1M Sell
28,831
-985
-3% -$333K 0.8% 16
2024
Q4 		$9.42M Buy
29,816
+7,302
+32% +$2.2M 0.68% 21
2024
Q3 		$6.19M Sell
22,514
-5,669
-20% -$1.53M 0.44% 32
2024
Q2 		$7.4M Buy
28,183
+28,055
+21,918% +$7.69M 0.52% 26
2024
Q1 		$35.7K Hold
128
– – 0.01% 135
2023
Q4 		$33.3K Buy
+128
New +$31.5K 0.01% 131
2022
Q2 		– Sell
-5,928
Closed -$1.31M – 128
2022
Q1 		$1.31M Hold
5,928
– – 0.42% 32
2021
Q4 		$1.28M Buy
5,928
+474
+9% +$102K 0.43% 34
2021
Q3 		$1.21M Buy
5,454
+2,779
+104% +$652K 0.47% 31
2021
Q2 		$625K Hold
2,675
– – 0.24% 41
2021
Q1 		$566K Sell
2,675
-690
-21% -$145K 0.25% 42
2020
Q4 		$736K Buy
+3,365
New +$689K 0.33% 38

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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

Frank Rimerman Advisors's V Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Visa (V) stake by 0.01% in Q3 2026, buying an estimated $1.46K and bringing the position to 28,754 shares worth $10.3M. The position accounts for 0.57% of the portfolio, ranked #27.

Frank Rimerman Advisors first reported a position in V in Q4 2020 and has held it in 18 quarters since. The position peaked at $10.5M in Q2 2025. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Frank Rimerman Advisors held 28,754 shares of Visa worth $10.3M as of Q3 2026.
  • Frank Rimerman Advisors bought 4 Visa shares in Q3 2026, an estimated $1.46K.
  • Visa made up 0.57% of Frank Rimerman Advisors's portfolio in Q3 2026, its #27 holding.
  • Frank Rimerman Advisors first reported a position in Visa in Q4 2020 and has held it in 18 quarters since.
  • Frank Rimerman Advisors's Visa position peaked at $10.5M in Q2 2025.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.