TWIL
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TrueNorth Wealth & Impact, LLC’s Visa V Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$494K Buy
+1,376
New +$503K 0.19% 83

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's V Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Visa (V) in Q3 2026: 1,376 shares worth $494K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings.

4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 1,376 shares of Visa worth $494K as of Q3 2026.
  • Visa was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Visa made up 0.19% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #83 holding.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.