Lutz Financial Services
V icon

Lutz Financial Services’s Visa V Stock Holding History

Lutz Financial Services’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 		$207K Sell
577
-57
-9% -$20.8K 0.01% 103
2026
Q2 		$218K Buy
+634
New +$204K 0.01% 109
2026
Q1 		– Sell
-660
Closed -$231K – 102
2025
Q4 		$231K Sell
660
-90
-12% -$30.7K 0.02% 97
2025
Q3 		$256K Sell
750
-4
-0.5% -$1.38K 0.02% 89
2025
Q2 		$268K Buy
754
+24
+3% +$8.36K 0.02% 88
2025
Q1 		$256K Buy
730
+20
+3% +$6.77K 0.02% 85
2024
Q4 		$224K Buy
+710
New +$213K 0.02% 89

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

Lutz Financial Services's V Position: Q3 2026 in Review

Lutz Financial Services reduced its Visa (V) stake by 9% in Q3 2026, selling an estimated $20.8K and leaving 577 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #103.

Lutz Financial Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q2 2025. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Lutz Financial Services held 577 shares of Visa worth $207K as of Q3 2026.
  • Lutz Financial Services sold 57 Visa shares in Q3 2026, an estimated $20.8K.
  • Visa made up 0.01% of Lutz Financial Services's portfolio in Q3 2026, its #103 holding.
  • Lutz Financial Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Lutz Financial Services's Visa position peaked at $268K in Q2 2025.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.