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Puff Wealth Management’s Visa V Stock Holding History

Puff 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 		$661K Sell
1,839
-13
-0.7% -$4.75K 0.62% 41
2026
Q2 		$635K Buy
+1,852
New +$595K 0.65% 40
2025
Q4 		$798K Buy
2,302
+16
+0.7% +$5.45K 1.03% 33
2025
Q3 		$780K Sell
2,286
-54
-2% -$18.7K 1.19% 30
2025
Q2 		$831K Sell
2,340
-20
-0.8% -$6.97K 0.61% 43
2025
Q1 		$827K Buy
2,360
+84
+4% +$28.4K 0.78% 37
2024
Q4 		$719K Buy
+2,276
New +$684K 1.25% 26

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Puff Wealth Management reduced its Visa (V) stake by 0.7% in Q3 2026, selling an estimated $4.75K and leaving 1,839 shares worth $661K. The position accounts for 0.62% of the portfolio, ranked #41.

Puff Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $831K in Q2 2025. 534 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Puff Wealth Management held 1,839 shares of Visa worth $661K as of Q3 2026.
  • Puff Wealth Management sold 13 Visa shares in Q3 2026, an estimated $4.75K.
  • Visa made up 0.62% of Puff Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Puff Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Puff Wealth Management's Visa position peaked at $831K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.