St. Clair Advisors’s Visa V Stock Holding History

St. Clair Advisors’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	$827K	Sell	2,302 -281	-11%	-$103K	0.21%	54
2026 Q2	$886K	Hold	2,583	–	–	0.23%	51
2026 Q1	$781K	Hold	2,583	–	–	0.21%	55
2025 Q4	$906K	Hold	2,583	–	–	0.23%	51
2025 Q3	$882K	Hold	2,583	–	–	0.23%	49
2025 Q2	$917K	Hold	2,583	–	–	0.24%	47
2025 Q1	$905K	Hold	2,583	–	–	0.25%	48
2024 Q4	$816K	Hold	2,583	–	–	0.23%	50
2024 Q3	$710K	Hold	2,583	–	–	0.2%	52
2024 Q2	$678K	Hold	2,583	–	–	0.22%	51
2024 Q1	$721K	Buy	2,583 +543	+27%	+$150K	0.23%	50
2023 Q4	$531K	Hold	2,040	–	–	0.18%	62
2023 Q3	$469K	Buy	2,040 +489	+32%	+$118K	0.19%	60
2023 Q2	$368K	Buy	1,551 +608	+64%	+$139K	0.14%	70
2023 Q1	$213K	Buy	+943	New	+$210K	0.09%	77

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

St. Clair Advisors's V Position: Q3 2026 in Review

St. Clair Advisors reduced its Visa (V) stake by 11% in Q3 2026, selling an estimated $103K and leaving 2,302 shares worth $827K. The position accounts for 0.21% of the portfolio, ranked #54.

St. Clair Advisors first reported a position in V in Q1 2023 and has held it in 15 quarters since. The position peaked at $917K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

St. Clair Advisors held 2,302 shares of Visa worth $827K as of Q3 2026.
St. Clair Advisors sold 281 Visa shares in Q3 2026, an estimated $103K.
Visa made up 0.21% of St. Clair Advisors's portfolio in Q3 2026, its #54 holding.
St. Clair Advisors first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
St. Clair Advisors's Visa position peaked at $917K in Q2 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.