Howard Financial Services
V icon

Howard Financial Services’s Visa V Stock Holding History

Howard Financial Services’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 		$1.17M Buy
3,252
+411
+14% +$150K 0.12% 76
2026
Q2 		$975K Buy
2,841
+74
+3% +$23.8K 0.11% 86
2026
Q1 		$836K Buy
2,767
+916
+49% +$295K 0.09% 91
2025
Q4 		$649K Buy
1,851
+336
+22% +$114K 0.08% 96
2025
Q3 		$517K Buy
1,515
+46
+3% +$15.9K 0.06% 101
2025
Q2 		$522K Sell
1,469
-379
-21% -$132K 0.07% 99
2025
Q1 		$648K Sell
1,848
-123
-6% -$41.6K 0.09% 83
2024
Q4 		$623K Buy
1,971
+1,050
+114% +$316K 0.08% 91
2024
Q3 		$253K Buy
921
+20
+2% +$5.41K 0.04% 142
2024
Q2 		$236K Sell
901
-593
-40% -$163K 0.04% 139
2024
Q1 		$417K Sell
1,494
-3
-0.2% -$828 0.07% 101
2023
Q4 		$390K Buy
1,497
+195
+15% +$48.1K 0.08% 103
2023
Q3 		$300K Buy
1,302
+35
+3% +$8.41K 0.07% 114
2023
Q2 		$301K Sell
1,267
-176
-12% -$40.3K 0.07% 105
2023
Q1 		$325K Buy
1,443
+34
+2% +$7.57K 0.08% 102
2022
Q4 		$293K Buy
1,409
+21
+2% +$4.24K 0.08% 102
2022
Q3 		$247K Buy
1,388
+74
+6% +$15.1K 0.08% 107
2022
Q2 		$259K Sell
1,314
-17
-1% -$3.51K 0.09% 98
2022
Q1 		$295K Sell
1,331
-496
-27% -$107K 0.09% 92
2021
Q4 		$396K Sell
1,827
-224
-11% -$48.1K 0.12% 74
2021
Q3 		$457K Buy
2,051
+1
+0% +$234 0.17% 59
2021
Q2 		$479K Sell
2,050
-300
-13% -$68.6K 0.19% 61
2021
Q1 		$497K Buy
2,350
+10
+0.4% +$2.1K 0.22% 50
2020
Q4 		$512K Buy
+2,340
New +$479K 0.27% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Howard Financial Services's V Position: Q3 2026 in Review

Howard Financial Services increased its Visa (V) stake by 14% in Q3 2026, buying an estimated $150K and bringing the position to 3,252 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #76.

Howard Financial Services first reported a position in V in Q4 2020 and has held it in 24 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Howard Financial Services held 3,252 shares of Visa worth $1.17M as of Q3 2026.
  • Howard Financial Services bought 411 Visa shares in Q3 2026, an estimated $150K.
  • Visa made up 0.12% of Howard Financial Services's portfolio in Q3 2026, its #76 holding.
  • Howard Financial Services first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.