Lantern Wealth Advisors
V icon

Lantern Wealth Advisors’s Visa V Stock Holding History

Lantern Wealth Advisors’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 		$274K Buy
+763
New +$279K 0.12% 162

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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

Lantern Wealth Advisors's V Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in Visa (V) in Q3 2026: 763 shares worth $274K. The stake represents 0.12% of the portfolio and ranks #162 among its holdings.

2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Lantern Wealth Advisors held 763 shares of Visa worth $274K as of Q3 2026.
  • Visa was a new Lantern Wealth Advisors position in Q3 2026.
  • Visa made up 0.12% of Lantern Wealth Advisors's portfolio in Q3 2026, its #162 holding.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.