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Southland Equity Partners’s Visa V Stock Holding History

Southland Equity Partners’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 		$285K Sell
794
-6
-0.8% -$2.19K 0.05% 241
2026
Q2 		$274K Buy
800
+25
+3% +$8.03K 0.05% 251
2026
Q1 		$234K Buy
775
+55
+8% +$17.7K 0.05% 239
2025
Q4 		$252K Sell
720
-36
-5% -$12.3K 0.05% 220
2025
Q3 		$258K Buy
756
+46
+6% +$15.9K 0.05% 204
2025
Q2 		$252K Sell
710
-70
-9% -$24.4K 0.06% 198
2025
Q1 		$273K Buy
780
+105
+16% +$35.5K 0.06% 184
2024
Q4 		$213K Buy
+675
New +$203K 0.05% 214

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Southland Equity Partners's V Position: Q3 2026 in Review

Southland Equity Partners reduced its Visa (V) stake by 0.75% in Q3 2026, selling an estimated $2.19K and leaving 794 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #241.

Southland Equity Partners first reported a position in V in Q4 2024 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Southland Equity Partners held 794 shares of Visa worth $285K as of Q3 2026.
  • Southland Equity Partners sold 6 Visa shares in Q3 2026, an estimated $2.19K.
  • Visa made up 0.05% of Southland Equity Partners's portfolio in Q3 2026, its #241 holding.
  • Southland Equity Partners first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.