Guardian Partners
V icon

Guardian Partners’s Visa V Stock Holding History

Guardian Partners’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 		$566K Sell
1,575
-370
-19% -$135K 0.05% 151
2026
Q2 		$667K Sell
1,945
-228
-10% -$73.2K 0.06% 137
2026
Q1 		$659K Buy
2,173
+3
+0.1% +$965 0.05% 133
2025
Q4 		$713K Buy
2,170
+61
+3% +$20.8K 0.06% 143
2025
Q3 		$734K Buy
2,109
+351
+20% +$121K 0.06% 131
2025
Q2 		$629K Buy
1,758
+35
+2% +$12.2K 0.06% 135
2025
Q1 		$576K Sell
1,723
-71
-4% -$24K 0.06% 125
2024
Q4 		$561K Buy
+1,794
New +$539K 0.06% 125

Other funds holding V

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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Guardian Partners's V Position: Q3 2026 in Review

Guardian Partners reduced its Visa (V) stake by 19% in Q3 2026, selling an estimated $135K and leaving 1,575 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #151.

Guardian Partners first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $734K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Guardian Partners held 1,575 shares of Visa worth $566K as of Q3 2026.
  • Guardian Partners sold 370 Visa shares in Q3 2026, an estimated $135K.
  • Visa made up 0.05% of Guardian Partners's portfolio in Q3 2026, its #151 holding.
  • Guardian Partners first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Guardian Partners's Visa position peaked at $734K in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.