SRS
V icon

Strong Retirement Solutions’s Visa V Stock Holding History

Strong Retirement Solutions’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 		$4.64M Sell
12,924
-600
-4% -$219K 2.61% 11
2026
Q2 		$4.64M Buy
13,524
+708
+6% +$227K 2.78% 9
2026
Q1 		$3.87M Buy
12,816
+934
+8% +$300K 2.71% 7
2025
Q4 		$4.17M Buy
+11,882
New +$4.05M 2.81% 9

Other funds holding V

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Strong Retirement Solutions's V Position: Q3 2026 in Review

Strong Retirement Solutions reduced its Visa (V) stake by 4.4% in Q3 2026, selling an estimated $219K and leaving 12,924 shares worth $4.64M. The position accounts for 2.61% of the portfolio, ranked #11.

Strong Retirement Solutions first reported a position in V in Q4 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Strong Retirement Solutions held 12,924 shares of Visa worth $4.64M as of Q3 2026.
  • Strong Retirement Solutions sold 600 Visa shares in Q3 2026, an estimated $219K.
  • Visa made up 2.61% of Strong Retirement Solutions's portfolio in Q3 2026, its #11 holding.
  • Strong Retirement Solutions first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.