Shufro Rose & Co
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Shufro Rose & Co’s Visa V Stock Holding History

Shufro Rose & Co’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 		– Sell
-1,640
Closed -$563K – 300
2026
Q2 		$563K Buy
1,640
+1
+0.1% +$321 0.03% 177
2026
Q1 		$495K Sell
1,639
-100
-6% -$32.2K 0.03% 189
2025
Q4 		$610K Buy
1,739
+85
+5% +$29K 0.04% 161
2025
Q3 		$580K Hold
1,654
– – 0.05% 162
2025
Q2 		$580K Hold
1,654
– – 0.05% 163
2025
Q1 		$580K Buy
1,654
+1
+0.1% +$338 0.05% 165
2024
Q4 		$522K Buy
1,653
+1
+0.1% +$301 0.04% 169
2024
Q3 		$434K Hold
1,652
– – 0.04% 189
2024
Q2 		$434K Buy
1,652
+70
+4% +$19.2K 0.04% 189
2024
Q1 		$442K Buy
1,582
+58
+4% +$16K 0.04% 191
2023
Q4 		$351K Hold
1,524
– – 0.03% 201
2023
Q3 		$351K Hold
1,524
– – 0.03% 200
2023
Q2 		$362K Buy
1,524
+64
+4% +$14.6K 0.03% 207
2023
Q1 		$329K Sell
1,460
-61
-4% -$13.6K 0.03% 216
2022
Q4 		$316K Buy
1,521
+22
+1% +$4.44K 0.03% 228
2022
Q3 		$266K Buy
1,499
+11
+0.7% +$2.24K 0.03% 233
2022
Q2 		$293K Hold
1,488
– – 0.03% 225
2022
Q1 		$330K Sell
1,488
-66
-4% -$14.3K 0.03% 224
2021
Q4 		$337K Sell
1,554
-199
-11% -$42.7K 0.02% 216
2021
Q3 		$391K Sell
1,753
-38
-2% -$8.91K 0.03% 194
2021
Q2 		$419K Sell
1,791
-566
-24% -$129K 0.03% 189
2021
Q1 		$499K Sell
2,357
-40
-2% -$8.42K 0.04% 162
2020
Q4 		$524K Buy
2,397
+886
+59% +$181K 0.04% 161
2020
Q3 		$302K Buy
1,511
+438
+41% +$87.5K 0.03% 212
2020
Q2 		$207K Buy
+1,073
New +$196K 0.02% 237
2020
Q1 		– Sell
-1,200
Closed -$225K – 325
2019
Q4 		$225K Hold
1,200
– – 0.02% 265
2019
Q3 		$206K Buy
+1,200
New +$214K 0.02% 270

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

Shufro Rose & Co's V Position: Q3 2026 in Review

Shufro Rose & Co sold out of Visa (V) in Q3 2026, closing a stake of 1,640 shares — an estimated $563K sold.

Shufro Rose & Co first reported a position in V in Q3 2019 and held it in 27 quarters. The position peaked at $610K in Q4 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Shufro Rose & Co reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 1,640 Visa shares in Q3 2026, an estimated $563K.
  • Shufro Rose & Co first reported a position in Visa in Q3 2019 and held it in 27 quarters.
  • Shufro Rose & Co's Visa position peaked at $610K in Q4 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.