Proactive Wealth Strategies
V icon

Proactive Wealth Strategies’s Visa V Stock Holding History

Proactive Wealth Strategies’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 		$310K Buy
863
+47
+6% +$17.2K 0.05% 184
2026
Q2 		$280K Buy
816
+38
+5% +$12.2K 0.04% 193
2026
Q1 		$235K Buy
+778
New +$250K 0.04% 192

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Proactive Wealth Strategies's V Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Visa (V) stake by 5.8% in Q3 2026, buying an estimated $17.2K and bringing the position to 863 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #184.

Proactive Wealth Strategies first reported a position in V in Q1 2026 and has held it in 3 quarters since. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Proactive Wealth Strategies held 863 shares of Visa worth $310K as of Q3 2026.
  • Proactive Wealth Strategies bought 47 Visa shares in Q3 2026, an estimated $17.2K.
  • Visa made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #184 holding.
  • Proactive Wealth Strategies first reported a position in Visa in Q1 2026 and has held it in 3 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.