Rise Advisors
V icon

Rise Advisors’s Visa V Stock Holding History

Rise Advisors’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 		$480K Sell
1,335
-6
-0.4% -$2.19K 0.14% 52
2026
Q2 		$460K Buy
1,341
+54
+4% +$17.3K 0.13% 57
2026
Q1 		$384K Buy
1,287
+5
+0.4% +$1.61K 0.14% 55
2025
Q4 		$450K Sell
1,282
-65
-5% -$22.1K 0.16% 53
2025
Q3 		$460K Sell
1,347
-1
-0.1% -$346 0.16% 55
2025
Q2 		$479K Buy
1,348
+41
+3% +$14.3K 0.19% 49
2025
Q1 		$458K Buy
1,307
+351
+37% +$119K 0.2% 43
2024
Q4 		$302K Buy
956
+8
+0.8% +$2.41K 0.15% 65
2024
Q3 		$261K Sell
948
-28
-3% -$7.57K 0.12% 73
2024
Q2 		$256K Buy
976
+2
+0.2% +$548 0.14% 77
2024
Q1 		$272K Buy
974
+668
+218% +$184K 0.14% 70
2023
Q4 		$79.6K Sell
306
-2
-0.6% -$493 0.06% 120
2023
Q3 		$70.9K Buy
308
+142
+86% +$34.1K 0.06% 112
2023
Q2 		$39.3K Sell
166
-1
-0.6% -$229 0.03% 170
2023
Q1 		$37.7K Buy
167
+5
+3% +$1.11K 0.03% 180
2022
Q4 		$33.6K Hold
162
– – 0.03% 184
2022
Q3 		$29K Buy
162
+1
+0.6% +$203 0.02% 208
2022
Q2 		$32K Hold
161
– – 0.03% 188
2022
Q1 		$36K Hold
161
– – 0.03% 186
2021
Q4 		$34.8K Buy
+161
New +$34.6K 0.03% 186

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Rise Advisors's V Position: Q3 2026 in Review

Rise Advisors reduced its Visa (V) stake by 0.45% in Q3 2026, selling an estimated $2.19K and leaving 1,335 shares worth $480K. The position accounts for 0.14% of the portfolio, ranked #52.

Rise Advisors first reported a position in V in Q4 2021 and has held it in 20 quarters since. 1,486 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Rise Advisors held 1,335 shares of Visa worth $480K as of Q3 2026.
  • Rise Advisors sold 6 Visa shares in Q3 2026, an estimated $2.19K.
  • Visa made up 0.14% of Rise Advisors's portfolio in Q3 2026, its #52 holding.
  • Rise Advisors first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.