Prosperity Capital Advisors
V icon

Prosperity Capital Advisors’s Visa V Stock Holding History

Prosperity Capital Advisors’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 		$526K Sell
1,464
-96
-6% -$35.1K 0.03% 269
2026
Q2 		$535K Buy
1,560
+314
+25% +$101K 0.03% 263
2026
Q1 		$377K Sell
1,246
-57
-4% -$18.3K 0.02% 297
2025
Q4 		$457K Sell
1,303
-514
-28% -$175K 0.03% 260
2025
Q3 		$620K Sell
1,817
-37
-2% -$12.8K 0.04% 241
2025
Q2 		$658K Buy
1,854
+333
+22% +$116K 0.04% 221
2025
Q1 		$527K Buy
1,521
+113
+8% +$38.2K 0.04% 227
2024
Q4 		$445K Buy
1,408
+170
+14% +$51.1K 0.04% 233
2024
Q3 		$340K Buy
1,238
+52
+4% +$14.1K 0.03% 259
2024
Q2 		$311K Sell
1,186
-165
-12% -$45.2K 0.03% 242
2024
Q1 		$377K Buy
1,351
+91
+7% +$25.1K 0.04% 233
2023
Q4 		$328K Buy
1,260
+57
+5% +$14K 0.04% 188
2023
Q3 		$277K Sell
1,203
-24
-2% -$5.77K 0.04% 193
2023
Q2 		$291K Buy
+1,227
New +$281K 0.04% 188

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

Prosperity Capital Advisors's V Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its Visa (V) stake by 6.2% in Q3 2026, selling an estimated $35.1K and leaving 1,464 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #269.

Prosperity Capital Advisors first reported a position in V in Q2 2023 and has held it in 14 quarters since. The position peaked at $658K in Q2 2025. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Prosperity Capital Advisors held 1,464 shares of Visa worth $526K as of Q3 2026.
  • Prosperity Capital Advisors sold 96 Visa shares in Q3 2026, an estimated $35.1K.
  • Visa made up 0.03% of Prosperity Capital Advisors's portfolio in Q3 2026, its #269 holding.
  • Prosperity Capital Advisors first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
  • Prosperity Capital Advisors's Visa position peaked at $658K in Q2 2025.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.