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Pineridge Advisors’s Visa V Stock Holding History

Pineridge 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
2025
Q3 		$18.5K Sell
54
-31
-36% -$10.7K 0.01% 165
2025
Q2 		$30.2K Buy
85
+9
+12% +$3.14K 0.01% 139
2025
Q1 		$26.7K Sell
76
-281
-79% -$95.1K 0.01% 157
2024
Q4 		$113K Buy
357
+61
+21% +$18.3K 0.04% 89
2024
Q3 		$81.3K Sell
296
-49
-14% -$13.2K 0.03% 106
2024
Q2 		$90.5K Sell
345
-19
-5% -$5.21K 0.03% 105
2024
Q1 		$101K Sell
364
-284
-44% -$78.4K 0.04% 89
2023
Q4 		$169K Buy
+648
New +$160K 0.06% 80

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pineridge Advisors's V Position: Q3 2025 in Review

Pineridge Advisors reduced its Visa (V) stake by 36% in Q3 2025, selling an estimated $10.7K and leaving 54 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Pineridge Advisors first reported a position in V in Q4 2023 and has held it in 8 quarters since. The position peaked at $169K in Q4 2023. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Pineridge Advisors held 54 shares of Visa worth $18.5K as of Q3 2025.
  • Pineridge Advisors sold 31 Visa shares in Q3 2025, an estimated $10.7K.
  • Visa made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #165 holding.
  • Pineridge Advisors first reported a position in Visa in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Visa position peaked at $169K in Q4 2023.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.