Monarch Capital Management’s Visa V Stock Holding History

Monarch Capital Management’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	$767K	Hold	2,134	–	–	0.18%	89
2026 Q2	$732K	Buy	2,134 +119	+6%	+$38.2K	0.17%	89
2026 Q1	$609K	Sell	2,015 -4	-0.2%	-$1.29K	0.15%	90
2025 Q4	$708K	Sell	2,019 -15	-0.7%	-$5.11K	0.17%	86
2025 Q3	$694K	Sell	2,034 -5	-0.2%	-$1.73K	0.17%	84
2025 Q2	$724K	Buy	2,039 +105	+5%	+$36.6K	0.19%	82
2025 Q1	$678K	Buy	1,934 +23	+1%	+$7.78K	0.19%	82
2024 Q4	$604K	Hold	1,911	–	–	0.17%	87
2024 Q3	$525K	Sell	1,911 -21	-1%	-$5.68K	0.14%	92
2024 Q2	$507K	Hold	1,932	–	–	0.15%	86
2024 Q1	$539K	Buy	1,932 +61	+3%	+$16.8K	0.15%	86
2023 Q4	$487K	Sell	1,871 -5	-0.3%	-$1.23K	0.15%	87
2023 Q3	$431K	Hold	1,876	–	–	0.14%	89
2023 Q2	$446K	Hold	1,876	–	–	0.14%	92
2023 Q1	$423K	Hold	1,876	–	–	0.13%	92
2022 Q4	$390K	Hold	1,876	–	–	0.12%	94
2022 Q3	$333K	Hold	1,876	–	–	0.11%	97
2022 Q2	$369K	Buy	1,876 +45	+2%	+$9.3K	0.11%	97
2022 Q1	$406K	Hold	1,831	–	–	0.11%	98
2021 Q4	$397K	Hold	1,831	–	–	0.1%	97
2021 Q3	$408K	Buy	+1,831	New	+$429K	0.11%	93

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

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 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

Monarch Capital Management's V Position: Q3 2026 in Review

Monarch Capital Management held its Visa (V) position steady in Q3 2026 at 2,134 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #89.

Monarch Capital Management first reported a position in V in Q3 2021 and has held it in 21 quarters since. 1,599 funds tracked by Wall St. Rank hold V as of Q3 2026.

Monarch Capital Management held 2,134 shares of Visa worth $767K as of Q3 2026.
Monarch Capital Management left its Visa share count unchanged in Q3 2026.
Visa made up 0.18% of Monarch Capital Management's portfolio in Q3 2026, its #89 holding.
Monarch Capital Management first reported a position in Visa in Q3 2021 and has held it in 21 quarters since.
1,599 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.