Phillips Financial Management
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Phillips Financial Management’s Visa V Stock Holding History

Phillips Financial 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 		$866K Buy
2,409
+35
+1% +$12.8K 0.07% 111
2026
Q2 		$815K Sell
2,374
-28
-1% -$8.99K 0.06% 120
2026
Q1 		$726K Sell
2,402
-175
-7% -$56.3K 0.05% 123
2025
Q4 		$904K Sell
2,577
-76
-3% -$25.9K 0.06% 120
2025
Q3 		$906K Buy
2,653
+606
+30% +$210K 0.06% 120
2025
Q2 		$727K Buy
2,047
+285
+16% +$99.3K 0.05% 125
2025
Q1 		$618K Buy
1,762
+190
+12% +$64.3K 0.05% 124
2024
Q4 		$497K Buy
1,572
+72
+5% +$21.6K 0.04% 132
2024
Q3 		$412K Buy
1,500
+14
+0.9% +$3.78K 0.03% 140
2024
Q2 		$390K Buy
1,486
+170
+13% +$46.6K 0.03% 141
2024
Q1 		$367K Buy
1,316
+10
+0.8% +$2.76K 0.03% 142
2023
Q4 		$340K Buy
1,306
+115
+10% +$28.3K 0.03% 143
2023
Q3 		$274K Buy
1,191
+338
+40% +$81.2K 0.03% 150
2023
Q2 		$203K Buy
+853
New +$195K 0.02% 158

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Phillips Financial Management's V Position: Q3 2026 in Review

Phillips Financial Management increased its Visa (V) stake by 1.5% in Q3 2026, buying an estimated $12.8K and bringing the position to 2,409 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #111.

Phillips Financial Management first reported a position in V in Q2 2023 and has held it in 14 quarters since. The position peaked at $906K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Phillips Financial Management held 2,409 shares of Visa worth $866K as of Q3 2026.
  • Phillips Financial Management bought 35 Visa shares in Q3 2026, an estimated $12.8K.
  • Visa made up 0.07% of Phillips Financial Management's portfolio in Q3 2026, its #111 holding.
  • Phillips Financial Management first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
  • Phillips Financial Management's Visa position peaked at $906K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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