LA
V icon

Latitude Advisors’s Visa V Stock Holding History

Latitude 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 		$832K Buy
2,315
+41
+2% +$15K 0.26% 82
2026
Q2 		$780K Sell
2,274
-518
-19% -$166K 0.31% 75
2026
Q1 		$844K Sell
2,792
-211
-7% -$67.8K 0.39% 71
2025
Q4 		$1.05M Buy
3,003
+3
+0.1% +$1.02K 0.46% 55
2025
Q3 		$1.02M Sell
3,000
-105
-3% -$36.3K 0.47% 55
2025
Q2 		$1.1M Hold
3,105
– – 0.55% 41
2025
Q1 		$1.09M Buy
3,105
+7
+0.2% +$2.37K 0.63% 39
2024
Q4 		$979K Sell
3,098
-42
-1% -$12.6K 0.55% 45
2024
Q3 		$863K Buy
3,140
+33
+1% +$8.92K 0.49% 50
2024
Q2 		$816K Buy
3,107
+32
+1% +$8.77K 0.5% 44
2024
Q1 		$858K Sell
3,075
-58
-2% -$16K 0.54% 39
2023
Q4 		$816K Buy
3,133
+13
+0.4% +$3.2K 0.57% 36
2023
Q3 		$718K Sell
3,120
-15
-0.5% -$3.61K 0.51% 39
2023
Q2 		$745K Sell
3,135
-796
-20% -$182K 0.52% 36
2023
Q1 		$886K Sell
3,931
-235
-6% -$52.3K 0.64% 33
2022
Q4 		$866K Sell
4,166
-343
-8% -$69.2K 0.65% 29
2022
Q3 		$801K Buy
4,509
+9
+0.2% +$1.83K 0.66% 28
2022
Q2 		$886K Sell
4,500
-9,117
-67% -$1.88M 0.81% 28
2022
Q1 		$3.02M Buy
13,617
+2,535
+23% +$548K 0.68% 25
2021
Q4 		$2.4M Buy
11,082
+403
+4% +$86.5K 0.67% 24
2021
Q3 		$2.38M Buy
10,679
+5,424
+103% +$1.27M 0.75% 20
2021
Q2 		$1.23M Sell
5,255
-59
-1% -$13.5K 0.91% 20
2021
Q1 		$1.12M Sell
5,314
-2,242
-30% -$472K 0.92% 23
2020
Q4 		$1.65M Buy
+7,556
New +$1.55M 1.46% 14

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

Latitude Advisors's V Position: Q3 2026 in Review

Latitude Advisors increased its Visa (V) stake by 1.8% in Q3 2026, buying an estimated $15K and bringing the position to 2,315 shares worth $832K. The position accounts for 0.26% of the portfolio, ranked #82.

Latitude Advisors first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q1 2022. 2,833 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Latitude Advisors held 2,315 shares of Visa worth $832K as of Q3 2026.
  • Latitude Advisors bought 41 Visa shares in Q3 2026, an estimated $15K.
  • Visa made up 0.26% of Latitude Advisors's portfolio in Q3 2026, its #82 holding.
  • Latitude Advisors first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Visa position peaked at $3.02M in Q1 2022.
  • 2,833 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.