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Riversedge Advisors’s Visa V Stock Holding History

Riversedge 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 		$1.15M Buy
3,213
+341
+12% +$125K 0.14% 64
2026
Q2 		$985K Buy
2,872
+694
+32% +$223K 0.13% 67
2026
Q1 		$658K Buy
2,178
+486
+29% +$156K 0.11% 71
2025
Q4 		$593K Sell
1,692
-400
-19% -$136K 0.1% 70
2025
Q3 		$714K Buy
2,092
+361
+21% +$125K 0.12% 59
2025
Q2 		$615K Buy
1,731
+3
+0.2% +$1.05K 0.12% 55
2025
Q1 		$606K Buy
1,728
+366
+27% +$124K 0.14% 58
2024
Q4 		$430K Buy
1,362
+172
+14% +$51.7K 0.1% 67
2024
Q3 		$327K Sell
1,190
-57
-5% -$15.4K 0.07% 68
2024
Q2 		$327K Buy
1,247
+62
+5% +$17K 0.08% 66
2024
Q1 		$331K Sell
1,185
-632
-35% -$174K 0.08% 63
2023
Q4 		$473K Sell
1,817
-313
-15% -$77.1K 0.13% 52
2023
Q3 		$490K Buy
2,130
+696
+49% +$167K 0.14% 46
2023
Q2 		$341K Buy
1,434
+2
+0.1% +$458 0.09% 59
2023
Q1 		$323K Buy
+1,432
New +$319K 0.09% 61

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Riversedge Advisors's V Position: Q3 2026 in Review

Riversedge Advisors increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $125K and bringing the position to 3,213 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #64.

Riversedge Advisors first reported a position in V in Q1 2023 and has held it in 15 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Riversedge Advisors held 3,213 shares of Visa worth $1.15M as of Q3 2026.
  • Riversedge Advisors bought 341 Visa shares in Q3 2026, an estimated $125K.
  • Visa made up 0.14% of Riversedge Advisors's portfolio in Q3 2026, its #64 holding.
  • Riversedge Advisors first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.