PFS Partners
V icon

PFS Partners’s Visa V Stock Holding History

PFS Partners’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 		$325K Sell
905
-26
-3% -$9.5K 0.13% 78
2026
Q2 		$319K Buy
931
+200
+27% +$64.2K 0.13% 76
2026
Q1 		$221K Buy
731
+23
+3% +$7.4K 0.1% 81
2025
Q4 		$248K Hold
708
– – 0.11% 76
2025
Q3 		$242K Buy
708
+10
+1% +$3.46K 0.12% 69
2025
Q2 		$248K Buy
698
+600
+612% +$209K 0.12% 61
2025
Q1 		$34.3K Hold
98
– – 0.02% 175
2024
Q4 		$30.8K Buy
98
+1
+1% +$301 0.02% 178
2024
Q3 		$26.8K Sell
97
-50
-34% -$13.5K 0.02% 186
2024
Q2 		$38.6K Hold
147
– – 0.02% 141
2024
Q1 		$41K Hold
147
– – 0.03% 135
2023
Q4 		$38.2K Buy
147
+1
+0.7% +$246 0.03% 140
2023
Q3 		$33.7K Hold
146
– – 0.03% 129
2023
Q2 		$34.7K Buy
+146
New +$33.4K 0.03% 139

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 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

PFS Partners's V Position: Q3 2026 in Review

PFS Partners reduced its Visa (V) stake by 2.8% in Q3 2026, selling an estimated $9.5K and leaving 905 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #78.

PFS Partners first reported a position in V in Q2 2023 and has held it in 14 quarters since. 1,233 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • PFS Partners held 905 shares of Visa worth $325K as of Q3 2026.
  • PFS Partners sold 26 Visa shares in Q3 2026, an estimated $9.5K.
  • Visa made up 0.13% of PFS Partners's portfolio in Q3 2026, its #78 holding.
  • PFS Partners first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.