PWMG
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Private Wealth Management Group’s Visa V Stock Holding History

Private 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 		$391K Buy
1,088
+200
+23% +$73.1K 0.09% 72
2026
Q2 		$305K Buy
888
+457
+106% +$147K 0.07% 81
2026
Q1 		$130K Buy
431
+50
+13% +$16.1K 0.03% 115
2025
Q4 		$134K Hold
381
– – 0.04% 106
2025
Q3 		$130K Sell
381
-47
-11% -$16.3K 0.04% 108
2025
Q2 		$152K Sell
428
-3
-0.7% -$1.05K 0.05% 97
2025
Q1 		$151K Sell
431
-3
-0.7% -$1.02K 0.06% 89
2024
Q4 		$137K Sell
434
-2
-0.5% -$601 0.05% 95
2024
Q3 		$120K Buy
436
+7
+2% +$1.89K 0.05% 96
2024
Q2 		$113K Sell
429
-175
-29% -$48K 0.05% 99
2024
Q1 		$169K Buy
604
+60
+11% +$16.6K 0.08% 74
2023
Q4 		$142K Buy
+544
New +$134K 0.07% 79

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

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

Private Wealth Management Group increased its Visa (V) stake by 23% in Q3 2026, buying an estimated $73.1K and bringing the position to 1,088 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #72.

Private Wealth Management Group first reported a position in V in Q4 2023 and has held it in 12 quarters since. 1,879 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Private Wealth Management Group held 1,088 shares of Visa worth $391K as of Q3 2026.
  • Private Wealth Management Group bought 200 Visa shares in Q3 2026, an estimated $73.1K.
  • Visa made up 0.09% of Private Wealth Management Group's portfolio in Q3 2026, its #72 holding.
  • Private Wealth Management Group first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 1,879 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.