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Persium Advisors’s Visa V Stock Holding History

Persium Advisors’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 		$1M Buy
2,796
+148
+6% +$54.1K 0.53% 33
2026
Q2 		$909K Buy
2,648
+333
+14% +$107K 0.59% 36
2026
Q1 		$700K Buy
2,315
+334
+17% +$107K 0.55% 42
2025
Q4 		$695K Buy
1,981
+131
+7% +$44.6K 0.5% 38
2025
Q3 		$632K Buy
1,850
+139
+8% +$48.1K 0.47% 42
2025
Q2 		$607K Buy
1,711
+61
+4% +$21.3K 0.5% 39
2025
Q1 		$578K Sell
1,650
-86
-5% -$29.1K 0.55% 31
2024
Q4 		$549K Buy
+1,736
New +$522K 0.54% 35

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Persium Advisors's V Position: Q3 2026 in Review

Persium Advisors increased its Visa (V) stake by 5.6% in Q3 2026, buying an estimated $54.1K and bringing the position to 2,796 shares worth $1M. The position accounts for 0.53% of the portfolio, ranked #33.

Persium Advisors first reported a position in V in Q4 2024 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Persium Advisors held 2,796 shares of Visa worth $1M as of Q3 2026.
  • Persium Advisors bought 148 Visa shares in Q3 2026, an estimated $54.1K.
  • Visa made up 0.53% of Persium Advisors's portfolio in Q3 2026, its #33 holding.
  • Persium Advisors first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.