Segment Wealth Management
V icon

Segment Wealth Management’s Visa V Stock Holding History

Segment 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
2022
Q2 		– Sell
-400
Closed -$89K – 262
2022
Q1 		$89K Hold
400
– – 0.01% 250
2021
Q4 		$87K Buy
400
+100
+33% +$21.5K 0.01% 250
2021
Q3 		$67K Hold
300
– – 0.01% 220
2021
Q2 		$70K Hold
300
– – 0.01% 225
2021
Q1 		$64K Buy
+300
New +$63.1K 0.01% 221

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Segment Wealth Management increased its Visa (V) stake by 1.1% in Q3 2026, buying an estimated $278K and bringing the position to 69,043 shares worth $24.8M. The position accounts for 1.28% of the portfolio, ranked #22.

Segment Wealth Management first reported a position in V in Q3 2016 and has held it in 41 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Segment Wealth Management held 69,043 shares of Visa worth $24.8M as of Q3 2026.
  • Segment Wealth Management bought 760 Visa shares in Q3 2026, an estimated $278K.
  • Visa made up 1.28% of Segment Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Segment Wealth Management first reported a position in Visa in Q3 2016 and has held it in 41 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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