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Signature Wealth Management Group’s Visa V Stock Holding History

Signature Wealth Management Group’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
2025
Q3 		– Sell
-801
Closed -$284K – 119
2025
Q2 		$284K Buy
801
+39
+5% +$13.6K 0.11% 104
2025
Q1 		$267K Buy
762
+81
+12% +$27.4K 0.1% 106
2024
Q4 		$215K Buy
+681
New +$205K 0.09% 103
2018
Q4 		– Sell
-237
Closed -$32K – 280
2018
Q3 		$32K Buy
237
+207
+690% +$29.4K 0.02% 127
2018
Q2 		$4K Sell
30
-207
-87% -$26.6K ﹤0.01% 274
2018
Q1 		$28K Hold
237
– – 0.02% 126
2017
Q4 		$27K Buy
+237
New +$26.2K 0.02% 126

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Wealth Management Group's V Position: Q3 2025 in Review

Signature Wealth Management Group sold out of Visa (V) in Q3 2025, closing a stake of 801 shares — an estimated $284K sold.

Signature Wealth Management Group first reported a position in V in Q4 2017 and held it in 7 quarters. The position peaked at $284K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Signature Wealth Management Group reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 801 Visa shares in Q3 2025, an estimated $284K.
  • Signature Wealth Management Group first reported a position in Visa in Q4 2017 and held it in 7 quarters.
  • Signature Wealth Management Group's Visa position peaked at $284K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Signature Wealth Management Group's 13F filing for Q3 2025, filed 29 Oct 2025.