LongView Wealth Management
V icon

LongView Wealth Management’s Visa V Stock Holding History

LongView Wealth Management’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 		$396K Sell
1,103
-23
-2% -$8.41K 0.1% 148
2026
Q2 		$386K Sell
1,126
-123
-10% -$39.5K 0.1% 146
2026
Q1 		$389K Sell
1,249
-118
-9% -$37.9K 0.1% 159
2025
Q4 		$469K Buy
1,367
+59
+5% +$20.1K 0.11% 148
2025
Q3 		$447K Buy
1,308
+15
+1% +$5.19K 0.12% 133
2025
Q2 		$459K Sell
1,293
-8
-0.6% -$2.79K 0.14% 125
2025
Q1 		$456K Sell
1,301
-119
-8% -$40.3K 0.14% 126
2024
Q4 		$449K Sell
1,420
-1
-0.1% -$301 0.14% 124
2024
Q3 		$391K Sell
1,421
-36
-2% -$9.7K 0.12% 132
2024
Q2 		$382K Sell
1,457
-14
-1% -$3.84K 0.14% 124
2024
Q1 		$411K Sell
1,471
-208
-12% -$57.4K 0.16% 122
2023
Q4 		$442K Buy
+1,679
New +$414K 0.2% 102

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

LongView Wealth Management's V Position: Q3 2026 in Review

LongView Wealth Management reduced its Visa (V) stake by 2% in Q3 2026, selling an estimated $8.41K and leaving 1,103 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #148.

LongView Wealth Management first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $469K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • LongView Wealth Management held 1,103 shares of Visa worth $396K as of Q3 2026.
  • LongView Wealth Management sold 23 Visa shares in Q3 2026, an estimated $8.41K.
  • Visa made up 0.1% of LongView Wealth Management's portfolio in Q3 2026, its #148 holding.
  • LongView Wealth Management first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Visa position peaked at $469K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.