Provident Wealth Management
V icon

Provident Wealth Management’s Visa V Stock Holding History

Provident Wealth Management’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 		– Sell
-634
Closed -$218K – 156
2026
Q2 		$218K Buy
+634
New +$204K 0.06% 91
2026
Q1 		– Sell
-634
Closed -$222K – 140
2025
Q4 		$222K Hold
634
– – 0.07% 76
2025
Q3 		$216K Hold
634
– – 0.07% 80
2025
Q2 		$225K Hold
634
– – 0.07% 76
2025
Q1 		$222K Hold
634
– – 0.08% 75
2024
Q4 		$200K Buy
+634
New +$191K 0.07% 80
2020
Q4 		– Sell
-340
Closed -$68K – 259
2020
Q3 		$68K Buy
+340
New +$67.9K 0.08% 81

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

Provident Wealth Management's V Position: Q3 2026 in Review

Provident Wealth Management sold out of Visa (V) in Q3 2026, closing a stake of 634 shares — an estimated $218K sold.

Provident Wealth Management first reported a position in V in Q3 2020 and held it in 7 quarters. The position peaked at $225K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Provident Wealth Management reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Provident Wealth Management sold 634 Visa shares in Q3 2026, an estimated $218K.
  • Provident Wealth Management first reported a position in Visa in Q3 2020 and held it in 7 quarters.
  • Provident Wealth Management's Visa position peaked at $225K in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.