Kestra Private Wealth Services
V icon

Kestra Private Wealth Services’s Visa V Stock Holding History

Kestra Private Wealth 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 		$70.1M Buy
195,204
+1,304
+0.7% +$477K 0.75% 20
2026
Q2 		$66.5M Sell
193,900
-4,262
-2% -$1.37M 0.73% 23
2026
Q1 		$59.9M Buy
198,162
+4,925
+3% +$1.58M 0.74% 22
2025
Q4 		$67.8M Buy
193,237
+4,441
+2% +$1.51M 0.84% 17
2025
Q3 		$64.5M Buy
188,796
+845
+0.4% +$292K 0.84% 17
2025
Q2 		$66.7M Buy
187,951
+6,581
+4% +$2.29M 0.96% 14
2025
Q1 		$63.6M Buy
181,370
+5,467
+3% +$1.85M 1.06% 11
2024
Q4 		$55.6M Buy
175,903
+9,260
+6% +$2.78M 0.94% 17
2024
Q3 		$45.8M Buy
166,643
+5,320
+3% +$1.44M 0.84% 18
2024
Q2 		$42.3M Buy
161,323
+18,790
+13% +$5.15M 0.85% 19
2024
Q1 		$39.8M Buy
142,533
+6,248
+5% +$1.73M 0.9% 15
2023
Q4 		$35.5M Buy
136,285
+14,787
+12% +$3.64M 0.91% 14
2023
Q3 		$27.9M Buy
121,498
+20,881
+21% +$5.02M 0.88% 13
2023
Q2 		$23.9M Buy
100,617
+15,576
+18% +$3.56M 0.82% 13
2023
Q1 		$19.2M Buy
85,041
+5,150
+6% +$1.15M 0.76% 14
2022
Q4 		$16.6M Sell
79,891
-4,830
-6% -$974K 0.84% 11
2022
Q3 		$15.1M Buy
84,721
+1,784
+2% +$363K 0.87% 10
2022
Q2 		$16.3M Buy
82,937
+3,760
+5% +$777K 0.93% 9
2022
Q1 		$17.6M Sell
79,177
-2,420
-3% -$523K 0.87% 9
2021
Q4 		$17.7M Buy
81,597
+10,944
+15% +$2.35M 0.85% 11
2021
Q3 		$15.7M Buy
70,653
+2,982
+4% +$699K 0.88% 12
2021
Q2 		$15.8M Buy
67,671
+1,312
+2% +$300K 0.96% 9
2021
Q1 		$14M Sell
66,359
-15
-0% -$3.16K 0.98% 8
2020
Q4 		$14.5M Buy
66,374
+3,720
+6% +$761K 1.07% 7
2020
Q3 		$12.5M Buy
+62,654
New +$12.5M 1.09% 8

Other funds holding V

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Kestra Private Wealth Services's V Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Visa (V) stake by 0.67% in Q3 2026, buying an estimated $477K and bringing the position to 195,204 shares worth $70.1M. The position accounts for 0.75% of the portfolio, ranked #20.

Kestra Private Wealth Services first reported a position in V in Q3 2020 and has held it in 25 quarters since. 2,513 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Kestra Private Wealth Services held 195,204 shares of Visa worth $70.1M as of Q3 2026.
  • Kestra Private Wealth Services bought 1,304 Visa shares in Q3 2026, an estimated $477K.
  • Visa made up 0.75% of Kestra Private Wealth Services's portfolio in Q3 2026, its #20 holding.
  • Kestra Private Wealth Services first reported a position in Visa in Q3 2020 and has held it in 25 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.