RMG Wealth Management
V icon

RMG Wealth Management’s Visa V Stock Holding History

RMG Wealth Management’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 		$102K Hold
246
– – 0.01% 118
2026
Q2 		$88.4K Sell
246
-43
-15% -$13.8K 0.01% 128
2026
Q1 		$93.6K Buy
289
+77
+36% +$24.8K 0.01% 121
2025
Q4 		$69K Buy
212
+62
+41% +$21.1K 0.01% 132
2025
Q3 		$52.1K Hold
150
– – 0.01% 139
2025
Q2 		$52.2K Buy
+150
New +$52.3K 0.01% 128

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

RMG Wealth Management's V Position: Q3 2026 in Review

RMG Wealth Management held its Visa (V) position steady in Q3 2026 at 246 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #118.

RMG Wealth Management first reported a position in V in Q2 2025 and has held it in 6 quarters since. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • RMG Wealth Management held 246 shares of Visa worth $102K as of Q3 2026.
  • RMG Wealth Management left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #118 holding.
  • RMG Wealth Management first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.