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Polaris Financial Partners’s Visa V Stock Holding History

Polaris Financial 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 		$299K Buy
+830
New +$303K 0.13% 66

Other funds holding V

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's V Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Visa (V) in Q3 2026: 830 shares worth $299K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

25 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Polaris Financial Partners held 830 shares of Visa worth $299K as of Q3 2026.
  • Visa was a new Polaris Financial Partners position in Q3 2026.
  • Visa made up 0.13% of Polaris Financial Partners's portfolio in Q3 2026, its #66 holding.
  • 25 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.