PUREfi Wealth
V icon

PUREfi Wealth’s Visa V Stock Holding History

PUREfi Wealth’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 		$1.58M Buy
4,389
+888
+25% +$325K 0.74% 37
2026
Q2 		$1.2M Buy
3,501
+229
+7% +$73.5K 0.66% 38
2026
Q1 		$989K Buy
3,272
+431
+15% +$139K 0.65% 36
2025
Q4 		$996K Sell
2,841
-735
-21% -$250K 0.76% 30
2025
Q3 		$1.22M Sell
3,576
-368
-9% -$127K 0.94% 24
2025
Q2 		$1.4M Buy
3,944
+186
+5% +$64.8K 1.12% 16
2025
Q1 		$1.32M Buy
3,758
+557
+17% +$188K 1.32% 11
2024
Q4 		$1.01M Buy
+3,201
New +$963K 0.99% 17

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

PUREfi Wealth's V Position: Q3 2026 in Review

PUREfi Wealth increased its Visa (V) stake by 25% in Q3 2026, buying an estimated $325K and bringing the position to 4,389 shares worth $1.58M. The position accounts for 0.74% of the portfolio, ranked #37.

PUREfi Wealth first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,354 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • PUREfi Wealth held 4,389 shares of Visa worth $1.58M as of Q3 2026.
  • PUREfi Wealth bought 888 Visa shares in Q3 2026, an estimated $325K.
  • Visa made up 0.74% of PUREfi Wealth's portfolio in Q3 2026, its #37 holding.
  • PUREfi Wealth first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.