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Retirement Wealth Solutions’s Visa V Stock Holding History

Retirement Wealth Solutions’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 		$70.4K Buy
196
+158
+416% +$57.8K 0.04% 99
2026
Q2 		$13K Sell
38
-26
-41% -$8.35K 0.01% 201
2026
Q1 		$19.3K Buy
64
+56
+700% +$18K 0.01% 154
2025
Q4 		$2.81K Buy
+8
New +$2.73K ﹤0.01% 406

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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 $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Retirement Wealth Solutions's V Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Visa (V) stake by 416% in Q3 2026, buying an estimated $57.8K and bringing the position to 196 shares worth $70.4K. The position accounts for 0.04% of the portfolio, ranked #99.

Retirement Wealth Solutions first reported a position in V in Q4 2025 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Retirement Wealth Solutions held 196 shares of Visa worth $70.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 158 Visa shares in Q3 2026, an estimated $57.8K.
  • Visa made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #99 holding.
  • Retirement Wealth Solutions first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 790 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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