Stonebridge Wealth Management
V icon

Stonebridge Wealth Management’s Visa V Stock Holding History

Stonebridge Wealth 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 		$214K Hold
595
– – 0.19% 34
2026
Q2 		$204K Buy
+595
New +$191K 0.18% 36
2026
Q1 		– Sell
-595
Closed -$209K – 38
2025
Q4 		$209K Hold
595
– – 0.2% 36
2025
Q3 		$203K Buy
+595
New +$206K 0.17% 34

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Stonebridge Wealth Management's V Position: Q3 2026 in Review

Stonebridge Wealth Management held its Visa (V) position steady in Q3 2026 at 595 shares worth $214K. The position accounts for 0.19% of the portfolio, ranked #34.

Stonebridge Wealth Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Stonebridge Wealth Management held 595 shares of Visa worth $214K as of Q3 2026.
  • Stonebridge Wealth Management left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.19% of Stonebridge Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Stonebridge Wealth Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.