Keyvantage Wealth
V icon

Keyvantage Wealth’s Visa V Stock Holding History

Keyvantage 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
2026
Q3 		$327K Buy
+909
New +$332K 0.12% 69
2026
Q1 		– Sell
-638
Closed -$224K – 104
2025
Q4 		$224K Buy
638
+4
+0.6% +$1.36K 0.1% 90
2025
Q3 		$216K Sell
634
-438
-41% -$152K 0.09% 92
2025
Q2 		$381K Sell
1,072
-229
-18% -$79.8K 0.17% 67
2025
Q1 		$456K Buy
+1,301
New +$440K 0.22% 61

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Keyvantage Wealth's V Position: Q3 2026 in Review

Keyvantage Wealth opened a new position in Visa (V) in Q3 2026: 909 shares worth $327K. The stake represents 0.12% of the portfolio and ranks #69 among its holdings. This is a return to the name: Keyvantage Wealth previously reported a position in V as recently as Q4 2025.

Keyvantage Wealth first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $456K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Keyvantage Wealth held 909 shares of Visa worth $327K as of Q3 2026.
  • Visa was a new Keyvantage Wealth position in Q3 2026.
  • Visa made up 0.12% of Keyvantage Wealth's portfolio in Q3 2026, its #69 holding.
  • Keyvantage Wealth first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Keyvantage Wealth's Visa position peaked at $456K in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Keyvantage Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.