KFP
V icon

KMG Fiduciary Partners’s Visa V Stock Holding History

KMG Fiduciary Partners’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 		$6.63M Sell
18,448
-1,078
-6% -$394K 0.65% 38
2026
Q2 		$6.7M Sell
19,526
-13,531
-41% -$4.34M 0.62% 39
2026
Q1 		$9.99M Buy
33,057
+2,006
+6% +$645K 0.74% 36
2025
Q4 		$10.9M Buy
31,051
+449
+1% +$153K 0.77% 33
2025
Q3 		$10.4M Buy
30,602
+1,391
+5% +$481K 0.7% 35
2025
Q2 		$10.4M Buy
29,211
+1,351
+5% +$471K 0.77% 33
2025
Q1 		$9.76M Buy
27,860
+13,157
+89% +$4.45M 0.81% 31
2024
Q4 		$4.65M Buy
14,703
+770
+6% +$232K 0.38% 66
2024
Q3 		$3.83M Buy
13,933
+37
+0.3% +$10K 0.33% 77
2024
Q2 		$3.65M Buy
13,896
+269
+2% +$73.7K 0.36% 66
2024
Q1 		$3.8M Buy
13,627
+20
+0.1% +$5.52K 0.39% 62
2023
Q4 		$3.54M Buy
13,607
+523
+4% +$129K 0.41% 64
2023
Q3 		$3.01M Buy
13,084
+360
+3% +$86.5K 0.4% 68
2023
Q2 		$3.02M Buy
12,724
+392
+3% +$89.7K 0.39% 69
2023
Q1 		$2.78M Sell
12,332
-703
-5% -$156K 0.4% 67
2022
Q4 		$2.71M Sell
13,035
-1,413
-10% -$285K 0.44% 68
2022
Q3 		$2.57M Sell
14,448
-306
-2% -$62.3K 0.49% 58
2022
Q2 		$2.9M Buy
14,754
+218
+1% +$45.1K 0.54% 46
2022
Q1 		$3.22M Sell
14,536
-312
-2% -$67.5K 0.52% 48
2021
Q4 		$3.22M Buy
14,848
+1,448
+11% +$311K 0.5% 55
2021
Q3 		$2.98M Buy
13,400
+210
+2% +$49.2K 0.51% 50
2021
Q2 		$3.08M Buy
13,190
+337
+3% +$77K 0.54% 47
2021
Q1 		$2.72M Sell
12,853
-44
-0.3% -$9.26K 0.53% 48
2020
Q4 		$2.77M Buy
12,897
+1,597
+14% +$327K 0.58% 44
2020
Q3 		$2.26M Buy
11,300
+100
+0.9% +$20K 0.56% 45
2020
Q2 		$2.16M Sell
11,200
-71
-0.6% -$13K 0.6% 49
2020
Q1 		$1.82M Buy
11,271
+10,163
+917% +$1.91M 0.59% 49
2019
Q4 		$208K Buy
+1,108
New +$200K 0.06% 123

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

KMG Fiduciary Partners's V Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Visa (V) stake by 5.5% in Q3 2026, selling an estimated $394K and leaving 18,448 shares worth $6.63M. The position accounts for 0.65% of the portfolio, ranked #38.

KMG Fiduciary Partners first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.9M in Q4 2025. 625 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • KMG Fiduciary Partners held 18,448 shares of Visa worth $6.63M as of Q3 2026.
  • KMG Fiduciary Partners sold 1,078 Visa shares in Q3 2026, an estimated $394K.
  • Visa made up 0.65% of KMG Fiduciary Partners's portfolio in Q3 2026, its #38 holding.
  • KMG Fiduciary Partners first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • KMG Fiduciary Partners's Visa position peaked at $10.9M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.