RIA Advisory Group
V icon

RIA Advisory Group’s Visa V Stock Holding History

RIA Advisory Group’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 		$5.34M Sell
14,850
-6,732
-31% -$2.46M 1.51% 14
2026
Q2 		$7.4M Buy
21,582
+421
+2% +$135K 1.61% 16
2026
Q1 		$6.4M Buy
21,161
+2,107
+11% +$678K 1.52% 19
2025
Q4 		$6.68M Buy
19,054
+1,613
+9% +$550K 1.61% 11
2025
Q3 		$5.95M Buy
17,441
+1,306
+8% +$452K 1.53% 17
2025
Q2 		$5.73M Buy
16,135
+2,184
+16% +$761K 1.68% 17
2025
Q1 		$4.89M Buy
13,951
+13,292
+2,017% +$4.5M 1.59% 14
2024
Q4 		$208K Sell
659
-116
-15% -$34.9K 0.07% 130
2024
Q3 		$213K Buy
+775
New +$210K 0.08% 121
2024
Q1 		$204K Buy
+731
New +$202K 0.08% 133
2023
Q4 		– Sell
-1,226
Closed -$282K – 195
2023
Q3 		$282K Buy
1,226
+187
+18% +$44.9K 0.13% 86
2023
Q2 		$247K Sell
1,039
-81
-7% -$18.5K 0.11% 99
2023
Q1 		$253K Buy
+1,120
New +$249K 0.12% 92

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

RIA Advisory Group's V Position: Q3 2026 in Review

RIA Advisory Group reduced its Visa (V) stake by 31% in Q3 2026, selling an estimated $2.46M and leaving 14,850 shares worth $5.34M. The position accounts for 1.51% of the portfolio, ranked #14.

RIA Advisory Group first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.4M in Q2 2026. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • RIA Advisory Group held 14,850 shares of Visa worth $5.34M as of Q3 2026.
  • RIA Advisory Group sold 6,732 Visa shares in Q3 2026, an estimated $2.46M.
  • Visa made up 1.51% of RIA Advisory Group's portfolio in Q3 2026, its #14 holding.
  • RIA Advisory Group first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • RIA Advisory Group's Visa position peaked at $7.4M in Q2 2026.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.