Members Wealth
V icon

Members Wealth’s Visa V Stock Holding History

Members 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 		$534K Sell
1,435
-61
-4% -$22.3K 0.27% 59
2026
Q2 		$513K Buy
1,496
+102
+7% +$32.7K 0.28% 58
2026
Q1 		$434K Sell
1,394
-64
-4% -$20.6K 0.26% 62
2025
Q4 		$479K Sell
1,458
-189
-11% -$64.4K 0.3% 56
2025
Q3 		$573K Buy
+1,647
New +$570K 0.36% 50
2025
Q1 		$646K Buy
1,843
+23
+1% +$7.78K 0.49% 47
2024
Q4 		$640K Buy
+1,820
New +$547K 0.48% 46
2024
Q2 		$666K Buy
+1,880
New +$515K 0.45% 48

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Members Wealth's V Position: Q3 2026 in Review

Members Wealth reduced its Visa (V) stake by 4.1% in Q3 2026, selling an estimated $22.3K and leaving 1,435 shares worth $534K. The position accounts for 0.27% of the portfolio, ranked #59.

Members Wealth first reported a position in V in Q2 2024 and has held it in 8 quarters since. The position peaked at $666K in Q2 2024. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Members Wealth held 1,435 shares of Visa worth $534K as of Q3 2026.
  • Members Wealth sold 61 Visa shares in Q3 2026, an estimated $22.3K.
  • Visa made up 0.27% of Members Wealth's portfolio in Q3 2026, its #59 holding.
  • Members Wealth first reported a position in Visa in Q2 2024 and has held it in 8 quarters since.
  • Members Wealth's Visa position peaked at $666K in Q2 2024.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.