IRON Financial
V icon

IRON Financial’s Visa V Stock Holding History

IRON Financial’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 		$367K Hold
1,022
– – 0.15% 80
2026
Q2 		$351K Buy
1,022
+38
+4% +$12.2K 0.14% 92
2026
Q1 		$297K Buy
984
+76
+8% +$24.4K 0.13% 98
2025
Q4 		$318K Buy
908
+3
+0.3% +$1.02K 0.15% 86
2025
Q3 		$309K Buy
905
+3
+0.3% +$1.04K 0.15% 82
2025
Q2 		$320K Buy
902
+21
+2% +$7.32K 0.17% 85
2025
Q1 		$309K Hold
881
– – 0.17% 74
2024
Q4 		$278K Hold
881
– – 0.16% 77
2024
Q3 		$242K Sell
881
-1
-0.1% -$270 0.13% 84
2024
Q2 		$231K Buy
882
+5
+0.6% +$1.37K 0.13% 88
2024
Q1 		$245K Buy
877
+108
+14% +$29.8K 0.14% 85
2023
Q4 		$200K Buy
+769
New +$190K 0.11% 95
2022
Q2 		– Sell
-997
Closed -$221K – 111
2022
Q1 		$221K Sell
997
-77
-7% -$16.7K 0.1% 98
2021
Q4 		$233K Hold
1,074
– – 0.1% 100
2021
Q3 		$239K Sell
1,074
-24
-2% -$5.63K 0.11% 97
2021
Q2 		$257K Sell
1,098
-45
-4% -$10.3K 0.12% 87
2021
Q1 		$242K Sell
1,143
-932
-45% -$196K 0.13% 87
2020
Q4 		$454K Buy
2,075
+847
+69% +$173K 0.23% 43
2020
Q3 		$246K Sell
1,228
-241
-16% -$48.1K 0.14% 85
2020
Q2 		$284K Buy
1,469
+21
+1% +$3.84K 0.15% 80
2020
Q1 		$233K Sell
1,448
-48
-3% -$9.04K 0.15% 87
2019
Q4 		$281K Buy
1,496
+96
+7% +$17.3K 0.13% 90
2019
Q3 		$241K Buy
+1,400
New +$249K 0.18% 82

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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

IRON Financial's V Position: Q3 2026 in Review

IRON Financial held its Visa (V) position steady in Q3 2026 at 1,022 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #80.

IRON Financial first reported a position in V in Q3 2019 and has held it in 23 quarters since. The position peaked at $454K in Q4 2020. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • IRON Financial held 1,022 shares of Visa worth $367K as of Q3 2026.
  • IRON Financial left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.15% of IRON Financial's portfolio in Q3 2026, its #80 holding.
  • IRON Financial first reported a position in Visa in Q3 2019 and has held it in 23 quarters since.
  • IRON Financial's Visa position peaked at $454K in Q4 2020.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.