PCS
V icon

Private Client Services’s Visa V Stock Holding History

Private Client Services’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 		$809K Sell
2,251
-40
-2% -$14.6K 0.22% 87
2026
Q2 		$786K Buy
2,291
+96
+4% +$30.8K 0.21% 94
2026
Q1 		$664K Buy
2,195
+47
+2% +$15.1K 0.2% 93
2025
Q4 		$753K Buy
2,148
+4
+0.2% +$1.36K 0.24% 81
2025
Q3 		$732K Sell
2,144
-38
-2% -$13.2K 0.24% 77
2025
Q2 		$775K Buy
2,182
+364
+20% +$127K 0.3% 78
2025
Q1 		$637K Buy
1,818
+62
+4% +$21K 0.32% 74
2024
Q4 		$555K Sell
1,756
-33
-2% -$9.92K 0.3% 75
2024
Q3 		$492K Sell
1,789
-25
-1% -$6.76K 0.26% 79
2024
Q2 		$476K Buy
1,814
+145
+9% +$39.7K 0.3% 74
2024
Q1 		$466K Sell
1,669
-27
-2% -$7.45K 0.31% 72
2023
Q4 		$442K Buy
+1,696
New +$418K 0.36% 83

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Private Client Services's V Position: Q3 2026 in Review

Private Client Services reduced its Visa (V) stake by 1.7% in Q3 2026, selling an estimated $14.6K and leaving 2,251 shares worth $809K. The position accounts for 0.22% of the portfolio, ranked #87.

Private Client Services first reported a position in V in Q4 2023 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Private Client Services held 2,251 shares of Visa worth $809K as of Q3 2026.
  • Private Client Services sold 40 Visa shares in Q3 2026, an estimated $14.6K.
  • Visa made up 0.22% of Private Client Services's portfolio in Q3 2026, its #87 holding.
  • Private Client Services first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 345 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.