Pines Wealth Management
V icon

Pines Wealth Management’s Visa V Stock Holding History

Pines Wealth 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 		$2.1M Sell
5,833
-145
-2% -$53K 0.6% 38
2026
Q2 		$2.05M Buy
5,978
+244
+4% +$78.3K 0.59% 35
2026
Q1 		$1.73M Sell
5,734
-183
-3% -$58.8K 0.56% 41
2025
Q4 		$2.08M Sell
5,917
-434
-7% -$148K 0.67% 30
2025
Q3 		$2.17M Sell
6,351
-555
-8% -$192K 0.73% 27
2025
Q2 		$2.48M Buy
6,906
+179
+3% +$62.4K 0.88% 25
2025
Q1 		$2.07M Buy
6,727
+69
+1% +$23.3K 0.96% 22
2024
Q4 		$2.05M Buy
+6,658
New +$2M 0.89% 25

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Pines Wealth Management's V Position: Q3 2026 in Review

Pines Wealth Management reduced its Visa (V) stake by 2.4% in Q3 2026, selling an estimated $53K and leaving 5,833 shares worth $2.1M. The position accounts for 0.6% of the portfolio, ranked #38.

Pines Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Pines Wealth Management held 5,833 shares of Visa worth $2.1M as of Q3 2026.
  • Pines Wealth Management sold 145 Visa shares in Q3 2026, an estimated $53K.
  • Visa made up 0.6% of Pines Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Pines Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Visa position peaked at $2.48M in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.