IronBridge Private Wealth’s Visa V Stock Holding History

IronBridge Private Wealth’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
2025 Q3	–	Sell	-582	Closed	-$207K	–	50
2025 Q2	$207K	Buy	+582	New	+$203K	0.07%	39

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IronBridge Private Wealth's V Position: Q3 2025 in Review

IronBridge Private Wealth sold out of Visa (V) in Q3 2025, closing a stake of 582 shares — an estimated $207K sold.

IronBridge Private Wealth first reported a position in V in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

IronBridge Private Wealth reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
IronBridge Private Wealth sold 582 Visa shares in Q3 2025, an estimated $207K.
IronBridge Private Wealth first reported a position in Visa in Q2 2025 and held it in 1 quarter.
IronBridge Private Wealth's Visa position peaked at $207K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on IronBridge Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.