GRWP
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Green Ridge Wealth Planning’s Visa V Stock Holding History

Green Ridge Wealth Planning’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 		$376K Buy
1,047
+268
+34% +$98K 0.15% 56
2026
Q2 		$267K Hold
779
– – 0.11% 72
2026
Q1 		$235K Sell
779
-4
-0.5% -$1.29K 0.12% 72
2025
Q4 		$275K Buy
+783
New +$267K 0.14% 65

Other funds holding V

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Green Ridge Wealth Planning's V Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Visa (V) stake by 34% in Q3 2026, buying an estimated $98K and bringing the position to 1,047 shares worth $376K. The position accounts for 0.15% of the portfolio, ranked #56.

Green Ridge Wealth Planning first reported a position in V in Q4 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Green Ridge Wealth Planning held 1,047 shares of Visa worth $376K as of Q3 2026.
  • Green Ridge Wealth Planning bought 268 Visa shares in Q3 2026, an estimated $98K.
  • Visa made up 0.15% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #56 holding.
  • Green Ridge Wealth Planning first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.