Smithbridge Asset Management
V icon

Smithbridge Asset Management’s Visa V Stock Holding History

Smithbridge Asset 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
2026
Q3 		$409K Sell
1,138
-230
-17% -$84.1K 0.06% 134
2026
Q2 		$469K Buy
1,368
+2
+0.1% +$642 0.06% 131
2026
Q1 		$413K Sell
1,366
-1,361
-50% -$438K 0.06% 138
2025
Q4 		$956K Buy
2,727
+1,365
+100% +$465K 0.08% 104
2025
Q3 		$465K Sell
1,362
-148
-10% -$51.2K 0.07% 122
2025
Q2 		$536K Buy
1,510
+2
+0.1% +$697 0.09% 99
2025
Q1 		$529K Buy
+1,508
New +$510K 0.1% 104
2024
Q3 		$513K Buy
1,865
+3
+0.2% +$811 0.09% 115
2024
Q2 		$489K Sell
1,862
-168
-8% -$46K 0.1% 109
2024
Q1 		$566K Sell
2,030
-47
-2% -$13K 0.12% 108
2023
Q4 		$541K Buy
2,077
+3
+0.1% +$739 0.12% 111
2023
Q3 		$477K Buy
2,074
+3
+0.1% +$721 0.12% 114
2023
Q2 		$492K Sell
2,071
-754
-27% -$173K 0.12% 113
2023
Q1 		$637K Buy
2,825
+707
+33% +$157K 0.16% 103
2022
Q4 		$440K Buy
+2,118
New +$427K 0.12% 109

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Smithbridge Asset Management's V Position: Q3 2026 in Review

Smithbridge Asset Management reduced its Visa (V) stake by 17% in Q3 2026, selling an estimated $84.1K and leaving 1,138 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #134.

Smithbridge Asset Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $956K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Smithbridge Asset Management held 1,138 shares of Visa worth $409K as of Q3 2026.
  • Smithbridge Asset Management sold 230 Visa shares in Q3 2026, an estimated $84.1K.
  • Visa made up 0.06% of Smithbridge Asset Management's portfolio in Q3 2026, its #134 holding.
  • Smithbridge Asset Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Smithbridge Asset Management's Visa position peaked at $956K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.