KL
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KWMG LLC’s Visa V Stock Holding History

KWMG LLC’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 		$277K Buy
770
+160
+26% +$58.5K 0.02% 137
2026
Q2 		$209K Buy
+610
New +$196K 0.02% 152
2026
Q1 		– Sell
-794
Closed -$278K – 151
2025
Q4 		$278K Sell
794
-26
-3% -$8.86K 0.02% 138
2025
Q3 		$280K Hold
820
– – 0.02% 138
2025
Q2 		$291K Buy
820
+56
+7% +$19.5K 0.03% 136
2025
Q1 		$268K Buy
764
+37
+5% +$12.5K 0.03% 135
2024
Q4 		$230K Sell
727
-12
-2% -$3.61K 0.02% 133
2024
Q3 		$203K Buy
+739
New +$200K 0.02% 136
2023
Q2 		– Sell
-1,125
Closed -$254K – 139
2023
Q1 		$254K Buy
+1,125
New +$250K 0.03% 132
2019
Q2 		– Sell
-396
Closed -$62K – 402
2019
Q1 		$62K Sell
396
-7
-2% -$1.01K 0.02% 161
2018
Q4 		$53K Buy
403
+26
+7% +$3.59K 0.01% 168
2018
Q3 		$57K Buy
377
+155
+70% +$22K 0.01% 156
2018
Q2 		$29K Buy
+222
New +$28.6K 0.01% 201

Other funds holding V

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

KWMG LLC's V Position: Q3 2026 in Review

KWMG LLC increased its Visa (V) stake by 26% in Q3 2026, buying an estimated $58.5K and bringing the position to 770 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #137.

KWMG LLC first reported a position in V in Q2 2018 and has held it in 13 quarters since. The position peaked at $291K in Q2 2025. 246 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • KWMG LLC held 770 shares of Visa worth $277K as of Q3 2026.
  • KWMG LLC bought 160 Visa shares in Q3 2026, an estimated $58.5K.
  • Visa made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #137 holding.
  • KWMG LLC first reported a position in Visa in Q2 2018 and has held it in 13 quarters since.
  • KWMG LLC's Visa position peaked at $291K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.