OMC Financial Services
V icon

OMC Financial Services’s Visa V Stock Holding History

OMC 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 		$9.32M Sell
25,939
-25,047
-49% -$9.16M 5.32% 5
2026
Q2 		$17.5M Sell
50,986
-524
-1% -$168K 5.8% 4
2026
Q1 		$15.6M Buy
51,510
+208
+0.4% +$66.9K 6.04% 4
2025
Q4 		$18M Sell
51,302
-802
-2% -$273K 6.7% 4
2025
Q3 		$17.8M Sell
52,104
-675
-1% -$234K 6.6% 4
2025
Q2 		$18.7M Sell
52,779
-1,913
-3% -$667K 7.66% 4
2025
Q1 		$19.2M Sell
54,692
-1,676
-3% -$567K 8.6% 4
2024
Q4 		$17.8M Buy
56,368
+708
+1% +$213K 7.58% 4
2024
Q3 		$14.6M Hold
55,660
– – 6.91% 4
2024
Q2 		$14.6M Sell
55,660
-466
-0.8% -$128K 6.88% 4
2024
Q1 		$15.7M Buy
+56,126
New +$15.5M 7.96% 4

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

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

OMC Financial Services reduced its Visa (V) stake by 49% in Q3 2026, selling an estimated $9.16M and leaving 25,939 shares worth $9.32M. The position accounts for 5.32% of the portfolio, ranked #5.

OMC Financial Services first reported a position in V in Q1 2024 and has held it in 11 quarters since. The position peaked at $19.2M in Q1 2025. 2,778 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • OMC Financial Services held 25,939 shares of Visa worth $9.32M as of Q3 2026.
  • OMC Financial Services sold 25,047 Visa shares in Q3 2026, an estimated $9.16M.
  • Visa made up 5.32% of OMC Financial Services's portfolio in Q3 2026, its #5 holding.
  • OMC Financial Services first reported a position in Visa in Q1 2024 and has held it in 11 quarters since.
  • OMC Financial Services's Visa position peaked at $19.2M in Q1 2025.
  • 2,778 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.