Maia Wealth
V icon

Maia Wealth’s Visa V Stock Holding History

Maia Wealth’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 		$5.79M Buy
16,106
+1,336
+9% +$488K 0.8% 29
2026
Q2 		$5.07M Buy
14,770
+1,880
+15% +$604K 0.75% 34
2026
Q1 		$3.9M Buy
12,890
+883
+7% +$284K 0.66% 37
2025
Q4 		$3.89M Buy
12,007
+300
+3% +$102K 0.66% 37
2025
Q3 		$3.92M Buy
11,707
+584
+5% +$202K 0.66% 36
2025
Q2 		$3.95M Buy
11,123
+885
+9% +$308K 0.75% 33
2025
Q1 		$3.43M Sell
10,238
-47
-0.5% -$15.9K 0.78% 33
2024
Q4 		$3.44M Buy
10,285
+1,176
+13% +$354K 0.74% 35
2024
Q3 		$2.58M Buy
9,109
+943
+12% +$255K 0.64% 40
2024
Q2 		$2.19M Buy
+8,166
New +$2.24M 0.66% 40
2023
Q4 		$1.56M Buy
+5,974
New +$1.47M 0.63% 38

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Maia Wealth's V Position: Q3 2026 in Review

Maia Wealth increased its Visa (V) stake by 9% in Q3 2026, buying an estimated $488K and bringing the position to 16,106 shares worth $5.79M. The position accounts for 0.8% of the portfolio, ranked #29.

Maia Wealth first reported a position in V in Q4 2023 and has held it in 11 quarters since. 2,642 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Maia Wealth held 16,106 shares of Visa worth $5.79M as of Q3 2026.
  • Maia Wealth bought 1,336 Visa shares in Q3 2026, an estimated $488K.
  • Visa made up 0.8% of Maia Wealth's portfolio in Q3 2026, its #29 holding.
  • Maia Wealth first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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