Quaker Wealth Management
V icon

Quaker Wealth Management’s Visa V Stock Holding History

Quaker 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 		$19.4K Hold
54
– – 0.01% 252
2026
Q2 		$18.5K Sell
54
-62
-53% -$19.9K 0.01% 242
2026
Q1 		$35.1K Sell
116
-14
-11% -$4.5K 0.01% 200
2025
Q4 		$45.6K Buy
130
+16
+14% +$5.45K 0.01% 175
2025
Q3 		$38.9K Hold
114
– – 0.01% 186
2025
Q2 		$40.5K Buy
+114
New +$39.7K 0.01% 181

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Quaker Wealth Management held its Visa (V) position steady in Q3 2026 at 54 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #252.

Quaker Wealth Management first reported a position in V in Q2 2025 and has held it in 6 quarters since. The position peaked at $45.6K in Q4 2025. 3,133 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Quaker Wealth Management held 54 shares of Visa worth $19.4K as of Q3 2026.
  • Quaker Wealth Management left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #252 holding.
  • Quaker Wealth Management first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Visa position peaked at $45.6K in Q4 2025.
  • 3,133 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.