Journey Advisory Group
V icon

Journey Advisory Group’s Visa V Stock Holding History

Journey Advisory Group’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 		$7.48M Sell
20,816
-294
-1% -$107K 0.56% 48
2026
Q2 		$7.24M Buy
21,110
+1,362
+7% +$437K 0.55% 47
2026
Q1 		$5.97M Sell
19,748
-1,176
-6% -$378K 0.51% 56
2025
Q4 		$7.34M Sell
20,924
-843
-4% -$287K 0.62% 42
2025
Q3 		$7.43M Sell
21,767
-75
-0.3% -$26K 0.55% 47
2025
Q2 		$7.75M Buy
21,842
+927
+4% +$323K 0.6% 39
2025
Q1 		$7.33M Buy
20,915
+404
+2% +$137K 0.6% 40
2024
Q4 		$5.38M Hold
20,511
– – 0.64% 44
2024
Q3 		$5.38M Sell
20,511
-175
-0.8% -$47.3K 0.64% 44
2024
Q2 		$5.43M Buy
20,686
+186
+0.9% +$51K 0.65% 43
2024
Q1 		$5.72M Buy
20,500
+3,058
+18% +$844K 0.71% 38
2023
Q4 		$4.54M Sell
17,442
-219
-1% -$54K 0.62% 46
2023
Q3 		$4.06M Buy
17,661
+63
+0.4% +$15.1K 0.61% 47
2023
Q2 		$4.18M Sell
17,598
-1,258
-7% -$288K 0.62% 49
2023
Q1 		$4.25M Sell
18,856
-4,109
-18% -$915K 0.67% 43
2022
Q4 		$4.77M Buy
22,965
+4,697
+26% +$947K 1.19% 20
2022
Q3 		$3.24M Buy
18,268
+1,400
+8% +$285K 0.83% 26
2022
Q2 		$3.56M Sell
16,868
-860
-5% -$178K 0.82% 27
2022
Q1 		$3.93M Sell
17,728
-4
-0% -$865 1% 23
2021
Q4 		$3.84M Sell
17,732
-104
-0.6% -$22.3K 1.06% 22
2021
Q3 		$3.97M Buy
17,836
+218
+1% +$51.1K 1.29% 16
2021
Q2 		$4.12M Buy
17,618
+945
+6% +$216K 1.31% 15
2021
Q1 		$3.53M Buy
16,673
+172
+1% +$36.2K 1.23% 17
2020
Q4 		$3.61M Buy
+16,501
New +$3.38M 1.35% 17

Other funds holding V

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
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
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

Journey Advisory Group's V Position: Q3 2026 in Review

Journey Advisory Group reduced its Visa (V) stake by 1.4% in Q3 2026, selling an estimated $107K and leaving 20,816 shares worth $7.48M. The position accounts for 0.56% of the portfolio, ranked #48.

Journey Advisory Group first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.75M in Q2 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Journey Advisory Group held 20,816 shares of Visa worth $7.48M as of Q3 2026.
  • Journey Advisory Group sold 294 Visa shares in Q3 2026, an estimated $107K.
  • Visa made up 0.56% of Journey Advisory Group's portfolio in Q3 2026, its #48 holding.
  • Journey Advisory Group first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Journey Advisory Group's Visa position peaked at $7.75M in Q2 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.