Global Financial Private Client
V icon

Global Financial Private Client’s Visa V Stock Holding History

Global Financial Private Client’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 		$634K Buy
1,765
+61
+4% +$22.3K 0.18% 140
2026
Q2 		$585K Buy
1,704
+126
+8% +$40.5K 0.16% 151
2026
Q1 		$477K Buy
1,578
+4
+0.3% +$1.29K 0.16% 160
2025
Q4 		$552K Buy
1,574
+60
+4% +$20.4K 0.19% 138
2025
Q3 		$517K Sell
1,514
-56
-4% -$19.4K 0.18% 139
2025
Q2 		$557K Buy
1,570
+114
+8% +$39.7K 0.21% 126
2025
Q1 		$510K Buy
1,456
+259
+22% +$87.6K 0.2% 125
2024
Q4 		$378K Buy
1,197
+23
+2% +$6.92K 0.14% 154
2024
Q3 		$323K Sell
1,174
-4,833
-80% -$1.31M 0.13% 159
2024
Q2 		$1.58M Sell
6,007
-62
-1% -$17K 0.66% 36
2024
Q1 		$1.69M Sell
6,069
-23
-0.4% -$6.35K 0.73% 27
2023
Q4 		$1.59M Buy
6,092
+1,223
+25% +$301K 0.74% 27
2023
Q3 		$1.13M Sell
4,869
-177
-4% -$42.5K 0.58% 45
2023
Q2 		$1.2M Buy
5,046
+3,598
+248% +$823K 0.59% 44
2023
Q1 		$332K Buy
1,448
+84
+6% +$18.7K 0.17% 124
2022
Q4 		$284K Buy
1,364
+10
+0.7% +$2.02K 0.16% 114
2022
Q3 		$246K Buy
1,354
+123
+10% +$25K 0.14% 129
2022
Q2 		$245K Sell
1,231
-111
-8% -$22.9K 0.14% 124
2022
Q1 		$304K Sell
1,342
-5,185
-79% -$1.12M 0.15% 122
2021
Q4 		$1.41M Buy
6,527
+561
+9% +$120K 0.68% 35
2021
Q3 		$1.37M Buy
5,966
+134
+2% +$31.4K 0.71% 33
2021
Q2 		$1.37M Buy
5,832
+1,225
+27% +$280K 0.77% 29
2021
Q1 		$999K Buy
4,607
+189
+4% +$39.8K 0.72% 28
2020
Q4 		$966K Sell
4,418
-350
-7% -$71.6K 0.77% 27
2020
Q3 		$970K Buy
4,768
+175
+4% +$35K 0.84% 25
2020
Q2 		$890K Buy
4,593
+27
+0.6% +$4.93K 0.77% 27
2020
Q1 		$699K Buy
4,566
+3,541
+345% +$667K 0.74% 26
2019
Q4 		$193K Buy
+1,025
New +$185K 0.16% 114

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Global Financial Private Client's V Position: Q3 2026 in Review

Global Financial Private Client increased its Visa (V) stake by 3.6% in Q3 2026, buying an estimated $22.3K and bringing the position to 1,765 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #140.

Global Financial Private Client first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.69M in Q1 2024. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Global Financial Private Client held 1,765 shares of Visa worth $634K as of Q3 2026.
  • Global Financial Private Client bought 61 Visa shares in Q3 2026, an estimated $22.3K.
  • Visa made up 0.18% of Global Financial Private Client's portfolio in Q3 2026, its #140 holding.
  • Global Financial Private Client first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Visa position peaked at $1.69M in Q1 2024.
  • 3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.