IWN
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Independent Wealth Network’s Visa V Stock Holding History

Independent Wealth Network’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 		$2.24M Buy
6,224
+171
+3% +$62.5K 0.56% 36
2026
Q2 		$2.08M Buy
6,053
+335
+6% +$108K 0.53% 39
2026
Q1 		$1.73M Buy
5,718
+37
+0.7% +$11.9K 0.51% 45
2025
Q4 		$1.99M Buy
5,681
+38
+0.7% +$12.9K 0.61% 39
2025
Q3 		$1.93M Buy
5,643
+88
+2% +$30.5K 0.62% 38
2025
Q2 		$1.97M Buy
5,555
+215
+4% +$74.9K 0.72% 34
2025
Q1 		$1.87M Sell
5,340
-13
-0.2% -$4.4K 0.75% 33
2024
Q4 		$1.69M Sell
5,353
-7
-0.1% -$2.1K 0.69% 35
2024
Q3 		$1.47M Buy
5,360
+47
+0.9% +$12.7K 0.65% 37
2024
Q2 		$1.39M Buy
5,313
+46
+0.9% +$12.6K 0.65% 39
2024
Q1 		$1.47M Buy
5,267
+205
+4% +$56.6K 0.69% 36
2023
Q4 		$1.32M Buy
5,062
+695
+16% +$171K 0.69% 36
2023
Q3 		$1M Buy
4,367
+93
+2% +$22.4K 0.62% 40
2023
Q2 		$1.01M Buy
4,274
+34
+0.8% +$7.78K 0.61% 42
2023
Q1 		$956K Buy
4,240
+713
+20% +$159K 0.61% 39
2022
Q4 		$733K Buy
3,527
+35
+1% +$7.06K 0.5% 43
2022
Q3 		$620K Sell
3,492
-62
-2% -$12.6K 0.48% 49
2022
Q2 		$700K Sell
3,554
-24
-0.7% -$4.96K 0.5% 48
2022
Q1 		$793K Buy
3,578
+26
+0.7% +$5.62K 0.5% 48
2021
Q4 		$770K Buy
3,552
+35
+1% +$7.51K 0.47% 52
2021
Q3 		$732K Buy
+3,517
New +$825K 0.48% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Independent Wealth Network's V Position: Q3 2026 in Review

Independent Wealth Network increased its Visa (V) stake by 2.8% in Q3 2026, buying an estimated $62.5K and bringing the position to 6,224 shares worth $2.24M. The position accounts for 0.56% of the portfolio, ranked #36.

Independent Wealth Network first reported a position in V in Q3 2021 and has held it in 21 quarters since. 3,270 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Independent Wealth Network held 6,224 shares of Visa worth $2.24M as of Q3 2026.
  • Independent Wealth Network bought 171 Visa shares in Q3 2026, an estimated $62.5K.
  • Visa made up 0.56% of Independent Wealth Network's portfolio in Q3 2026, its #36 holding.
  • Independent Wealth Network first reported a position in Visa in Q3 2021 and has held it in 21 quarters since.
  • 3,270 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.