Miller Financial Services’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.52M Buy
4,223
+49
+1% +$17.9K 1.15% 19
2026
Q2
$1.43M Sell
4,174
-10
-0.2% -$3.21K 1.15% 21
2026
Q1
$1.26M Sell
4,184
-15
-0.4% -$4.82K 1.38% 18
2025
Q4
$1.47M Sell
4,199
-605
-13% -$206K 1.73% 14
2025
Q3
$1.64M Hold
4,804
– – 1.9% 12
2025
Q2
$1.71M Sell
4,804
-89
-2% -$31K 2.17% 9
2025
Q1
$1.71M Sell
4,893
-122
-2% -$41.3K 2.46% 8
2024
Q4
$1.59M Buy
+5,015
New +$1.51M 1.34% 19

Other funds holding V

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

Miller Financial Services increased its Visa (V) stake by 1.2% in Q3 2026, buying an estimated $17.9K and bringing the position to 4,223 shares worth $1.52M. The position accounts for 1.15% of the portfolio, ranked #19.

Miller Financial Services first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q1 2025. 1,881 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Miller Financial Services held 4,223 shares of Visa worth $1.52M as of Q3 2026.
  • Miller Financial Services bought 49 Visa shares in Q3 2026, an estimated $17.9K.
  • Visa made up 1.15% of Miller Financial Services's portfolio in Q3 2026, its #19 holding.
  • Miller Financial Services first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Miller Financial Services's Visa position peaked at $1.71M in Q1 2025.
  • 1,881 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.