Sincerus Advisory
V icon

Sincerus Advisory’s Visa V Stock Holding History

Sincerus Advisory’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 		$224K Buy
+623
New +$228K 0.15% 80

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sincerus Advisory's V Position: Q3 2026 in Review

Sincerus Advisory opened a new position in Visa (V) in Q3 2026: 623 shares worth $224K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings.

3,099 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Sincerus Advisory held 623 shares of Visa worth $224K as of Q3 2026.
  • Visa was a new Sincerus Advisory position in Q3 2026.
  • Visa made up 0.15% of Sincerus Advisory's portfolio in Q3 2026, its #80 holding.
  • 3,099 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.