Future Financial Wealth Management
V icon

Future Financial Wealth Management’s Visa V Stock Holding History

Future Financial Wealth 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 		$572K Sell
1,593
-8
-0.5% -$2.92K 0.35% 55
2026
Q2 		$563K Buy
1,601
+8
+0.5% +$2.57K 0.35% 55
2026
Q1 		$503K Hold
1,593
– – 0.32% 58
2025
Q4 		$519K Buy
1,593
+73
+5% +$24.9K 0.35% 58
2025
Q3 		$519K Hold
1,520
– – 0.33% 56
2025
Q2 		$540K Hold
1,520
– – 0.37% 51
2025
Q1 		$533K Sell
1,520
-50
-3% -$16.9K 0.39% 54
2024
Q4 		$496K Hold
1,570
– – 0.36% 55
2024
Q3 		$432K Hold
1,570
– – 0.31% 65
2024
Q2 		$412K Sell
1,570
-355
-18% -$97.3K 0.36% 66
2024
Q1 		$537K Buy
1,925
+110
+6% +$30.4K 0.41% 53
2023
Q4 		$473K Hold
1,815
– – 0.47% 59
2023
Q3 		$417K Hold
1,815
– – 0.46% 56
2023
Q2 		$431K Buy
1,815
+50
+3% +$11.4K 0.45% 55
2023
Q1 		$404K Hold
1,765
– – 0.45% 60
2022
Q4 		$367K Hold
1,765
– – 0.42% 72
2022
Q3 		$348K Buy
1,765
+10
+0.6% +$2.04K 0.4% 73
2022
Q2 		$389K Hold
1,755
– – 0.38% 79
2022
Q1 		$389K Hold
1,755
– – 0.32% 79
2021
Q4 		$389K Sell
1,755
-1,247
-42% -$268K 0.31% 78
2021
Q3 		$702K Hold
3,002
– – 0.72% 50
2021
Q2 		$702K Sell
3,002
-39
-1% -$8.92K 0.72% 50
2021
Q1 		$644K Buy
3,041
+91
+3% +$19.2K 0.74% 43
2020
Q4 		$645K Buy
+2,950
New +$604K 0.74% 42

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Future Financial Wealth Management's V Position: Q3 2026 in Review

Future Financial Wealth Management reduced its Visa (V) stake by 0.5% in Q3 2026, selling an estimated $2.92K and leaving 1,593 shares worth $572K. The position accounts for 0.35% of the portfolio, ranked #55.

Future Financial Wealth Management first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $702K in Q3 2021. 1,713 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Future Financial Wealth Management held 1,593 shares of Visa worth $572K as of Q3 2026.
  • Future Financial Wealth Management sold 8 Visa shares in Q3 2026, an estimated $2.92K.
  • Visa made up 0.35% of Future Financial Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Future Financial Wealth Management first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Future Financial Wealth Management's Visa position peaked at $702K in Q3 2021.
  • 1,713 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.