Prota Financial
V icon

Prota Financial’s Visa V Stock Holding History

Prota Financial’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 		$768K Sell
2,133
-42
-2% -$15.4K 0.49% 25
2026
Q2 		$764K Buy
2,175
+69
+3% +$22.2K 0.5% 31
2026
Q1 		$637K Buy
2,106
+259
+14% +$83.3K 0.46% 31
2025
Q4 		$648K Buy
+1,847
New +$629K 0.47% 22

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Prota Financial's V Position: Q3 2026 in Review

Prota Financial reduced its Visa (V) stake by 1.9% in Q3 2026, selling an estimated $15.4K and leaving 2,133 shares worth $768K. The position accounts for 0.49% of the portfolio, ranked #25.

Prota Financial first reported a position in V in Q4 2025 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Prota Financial held 2,133 shares of Visa worth $768K as of Q3 2026.
  • Prota Financial sold 42 Visa shares in Q3 2026, an estimated $15.4K.
  • Visa made up 0.49% of Prota Financial's portfolio in Q3 2026, its #25 holding.
  • Prota Financial first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.