Rockingstone Advisors
V icon

Rockingstone Advisors’s Visa V Stock Holding History

Rockingstone 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 		$1.25M Hold
3,485
– – 0.5% 56
2026
Q2 		$1.2M Buy
3,485
+236
+7% +$75.8K 0.48% 58
2026
Q1 		$982K Buy
3,249
+10
+0.3% +$3.22K 0.45% 63
2025
Q4 		$1.14M Sell
3,239
-25
-0.8% -$8.52K 0.52% 53
2025
Q3 		$1.11M Sell
3,264
-15
-0.5% -$5.19K 0.55% 53
2025
Q2 		$1.16M Sell
3,279
-2,430
-43% -$847K 0.61% 52
2025
Q1 		$2M Buy
5,709
+126
+2% +$42.6K 0.9% 43
2024
Q4 		$1.76M Buy
5,583
+881
+19% +$265K 0.78% 45
2024
Q3 		$1.29M Sell
4,702
-35
-0.7% -$9.46K 0.63% 50
2024
Q2 		$1.24M Buy
4,737
+105
+2% +$28.8K 0.64% 51
2024
Q1 		$1.29M Buy
4,632
+80
+2% +$22.1K 0.67% 56
2023
Q4 		$1.19M Sell
4,552
-916
-17% -$226K 0.66% 56
2023
Q3 		$1.26M Buy
5,468
+139
+3% +$33.4K 0.7% 51
2023
Q2 		$1.27M Buy
5,329
+19
+0.4% +$4.35K 0.71% 52
2023
Q1 		$1.2M Buy
5,310
+131
+3% +$29.2K 0.73% 56
2022
Q4 		$1.08M Buy
+5,179
New +$1.04M 0.8% 53

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

Rockingstone Advisors's V Position: Q3 2026 in Review

Rockingstone Advisors held its Visa (V) position steady in Q3 2026 at 3,485 shares worth $1.25M. The position accounts for 0.5% of the portfolio, ranked #56.

Rockingstone Advisors first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $2M in Q1 2025. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Rockingstone Advisors held 3,485 shares of Visa worth $1.25M as of Q3 2026.
  • Rockingstone Advisors left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.5% of Rockingstone Advisors's portfolio in Q3 2026, its #56 holding.
  • Rockingstone Advisors first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's Visa position peaked at $2M in Q1 2025.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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