Pinnacle Wealth Management Group
V icon

Pinnacle Wealth Management Group’s Visa V Stock Holding History

Pinnacle Wealth Management Group’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 		$1.51M Buy
4,204
+290
+7% +$106K 0.69% 36
2026
Q2 		$1.34M Sell
3,914
-175
-4% -$56.2K 0.63% 39
2026
Q1 		$1.24M Sell
4,089
-104
-2% -$33.4K 0.61% 40
2025
Q4 		$1.47M Sell
4,193
-79
-2% -$26.9K 0.73% 32
2025
Q3 		$1.46M Buy
4,272
+13
+0.3% +$4.5K 0.75% 35
2025
Q2 		$1.51M Sell
4,259
-69
-2% -$24K 0.87% 33
2025
Q1 		$1.52M Sell
4,328
-23
-0.5% -$7.78K 1.06% 28
2024
Q4 		$1.38M Buy
4,351
+128
+3% +$38.5K 0.86% 32
2024
Q3 		$1.16M Sell
4,223
-24
-0.6% -$6.49K 0.73% 35
2024
Q2 		$1.11M Sell
4,247
-35
-0.8% -$9.6K 0.75% 33
2024
Q1 		$1.2M Buy
4,282
+72
+2% +$19.9K 0.89% 31
2023
Q4 		$1.1M Buy
4,210
+112
+3% +$27.6K 0.9% 32
2023
Q3 		$943K Sell
4,098
-67
-2% -$16.1K 0.86% 33
2023
Q2 		$989K Sell
4,165
-337
-7% -$77.1K 0.86% 31
2023
Q1 		$1.02M Buy
4,502
+100
+2% +$22.3K 0.88% 31
2022
Q4 		$915K Sell
4,402
-300
-6% -$60.5K 0.81% 32
2022
Q3 		$835K Hold
4,702
– – 0.74% 31
2022
Q2 		$926K Sell
4,702
-150
-3% -$31K 0.78% 33
2022
Q1 		$1.08M Sell
4,852
-250
-5% -$54.1K 0.81% 34
2021
Q4 		$1.11M Sell
5,102
-1,295
-20% -$278K 0.82% 33
2021
Q3 		$1.42M Buy
6,397
+107
+2% +$25.1K 1.07% 29
2021
Q2 		$1.47M Buy
+6,290
New +$1.44M 1.07% 29

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Wealth Management Group's V Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Visa (V) stake by 7.4% in Q3 2026, buying an estimated $106K and bringing the position to 4,204 shares worth $1.51M. The position accounts for 0.69% of the portfolio, ranked #36.

Pinnacle Wealth Management Group first reported a position in V in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.52M in Q1 2025. 2,642 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Pinnacle Wealth Management Group held 4,204 shares of Visa worth $1.51M as of Q3 2026.
  • Pinnacle Wealth Management Group bought 290 Visa shares in Q3 2026, an estimated $106K.
  • Visa made up 0.69% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #36 holding.
  • Pinnacle Wealth Management Group first reported a position in Visa in Q2 2021 and has held it in 22 quarters since.
  • Pinnacle Wealth Management Group's Visa position peaked at $1.52M in Q1 2025.
  • 2,642 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.