Root Financial Partners
V icon

Root Financial Partners’s Visa V Stock Holding History

Root Financial Partners’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 		$1.65M Buy
4,591
+510
+12% +$186K 0.06% 93
2026
Q2 		$1.4M Buy
4,081
+450
+12% +$144K 0.05% 95
2026
Q1 		$1.1M Sell
3,631
-504
-12% -$162K 0.05% 98
2025
Q4 		$1.45M Sell
4,135
-131
-3% -$44.6K 0.07% 72
2025
Q3 		$1.46M Buy
4,266
+308
+8% +$107K 0.09% 68
2025
Q2 		$1.41M Buy
3,958
+1,012
+34% +$353K 0.14% 57
2025
Q1 		$1.03M Buy
2,946
+198
+7% +$67K 0.11% 66
2024
Q4 		$869K Buy
2,748
+1,123
+69% +$338K 0.11% 73
2024
Q3 		$447K Buy
1,625
+259
+19% +$70K 0.07% 99
2024
Q2 		$359K Buy
1,366
+358
+36% +$98.1K 0.08% 84
2024
Q1 		$281K Buy
+1,008
New +$278K 0.08% 85

Other funds holding V

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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Root Financial Partners's V Position: Q3 2026 in Review

Root Financial Partners increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $186K and bringing the position to 4,591 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #93.

Root Financial Partners first reported a position in V in Q1 2024 and has held it in 11 quarters since. 1,998 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Root Financial Partners held 4,591 shares of Visa worth $1.65M as of Q3 2026.
  • Root Financial Partners bought 510 Visa shares in Q3 2026, an estimated $186K.
  • Visa made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #93 holding.
  • Root Financial Partners first reported a position in Visa in Q1 2024 and has held it in 11 quarters since.
  • 1,998 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.