Madrona Financial Services’s Visa V Stock Holding History

Madrona 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	$289K	Buy	803 +11	+1%	+$4.02K	0.04%	125
2026 Q2	$272K	Buy	792 +26	+3%	+$8.35K	0.05%	111
2026 Q1	$232K	Sell	766 -125	-14%	-$40.2K	0.05%	108
2025 Q4	$312K	Sell	891 -60	-6%	-$20.4K	0.07%	89
2025 Q3	$325K	Sell	951 -15	-2%	-$5.19K	0.07%	81
2025 Q2	$343K	Sell	966 -8	-0.8%	-$2.79K	0.08%	76
2025 Q1	$341K	Buy	974 +91	+10%	+$30.8K	0.09%	71
2024 Q4	$279K	Buy	883 +10	+1%	+$3.01K	0.08%	85
2024 Q3	$240K	Sell	873 -122	-12%	-$33K	0.07%	90
2024 Q2	$261K	Sell	995 -26	-3%	-$7.13K	0.08%	76
2024 Q1	$285K	Buy	+1,021	New	+$282K	0.1%	69

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Madrona Financial Services increased its Visa (V) stake by 1.4% in Q3 2026, buying an estimated $4.02K and bringing the position to 803 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #125.

Madrona Financial Services first reported a position in V in Q1 2024 and has held it in 11 quarters since. The position peaked at $343K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Madrona Financial Services held 803 shares of Visa worth $289K as of Q3 2026.
Madrona Financial Services bought 11 Visa shares in Q3 2026, an estimated $4.02K.
Visa made up 0.04% of Madrona Financial Services's portfolio in Q3 2026, its #125 holding.
Madrona Financial Services first reported a position in Visa in Q1 2024 and has held it in 11 quarters since.
Madrona Financial Services's Visa position peaked at $343K in Q2 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.