SWS Partners
V icon

SWS Partners’s Visa V Stock Holding History

SWS 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 		$334K Buy
930
+1
+0.1% +$366 0.07% 100
2026
Q2 		$319K Buy
929
+2
+0.2% +$642 0.07% 101
2026
Q1 		$280K Buy
927
+2
+0.2% +$643 0.07% 107
2025
Q4 		$325K Sell
925
-84
-8% -$28.6K 0.08% 109
2025
Q3 		$344K Sell
1,009
-25
-2% -$8.65K 0.08% 112
2025
Q2 		$367K Buy
+1,034
New +$360K 0.1% 110
2025
Q1 		– Sell
-889
Closed -$281K – 114
2024
Q4 		$281K Buy
889
+1
+0.1% +$301 0.09% 112
2024
Q3 		$244K Buy
888
+3
+0.3% +$811 0.08% 113
2024
Q2 		$232K Sell
885
-21
-2% -$5.76K 0.07% 111
2024
Q1 		$253K Buy
906
+23
+3% +$6.35K 0.08% 109
2023
Q4 		$230K Buy
883
+2
+0.2% +$493 0.07% 110
2023
Q3 		$203K Sell
881
-39
-4% -$9.37K 0.07% 115
2023
Q2 		$218K Buy
+920
New +$211K 0.08% 111
2022
Q1 		– Sell
-1,234
Closed -$268K – 116
2021
Q4 		$268K Buy
1,234
+200
+19% +$42.9K 0.15% 72
2021
Q3 		$230K Hold
1,034
– – 0.14% 78
2021
Q2 		$242K Sell
1,034
-219
-17% -$50.1K 0.16% 73
2021
Q1 		$265K Sell
1,253
-73
-6% -$15.4K 0.18% 78
2020
Q4 		$290K Buy
1,326
+77
+6% +$15.8K 0.13% 109
2020
Q3 		$250K Buy
+1,249
New +$249K 0.13% 108
2019
Q3 		$539K Buy
2,992
+4
+0.1% +$712 0.32% 70
2019
Q2 		$539K Buy
+2,988
New +$489K 0.34% 74
2018
Q4 		$458K Buy
3,472
+6
+0.2% +$829 0.35% 63
2018
Q3 		$520K Buy
3,466
+5
+0.1% +$711 0.33% 65
2018
Q2 		$458K Sell
3,461
-428
-11% -$55.1K 0.32% 62
2018
Q1 		$460K Sell
3,889
-183
-4% -$22.2K 0.34% 56
2017
Q4 		$464K Buy
+4,072
New +$450K 0.35% 54

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

SWS Partners's V Position: Q3 2026 in Review

SWS Partners increased its Visa (V) stake by 0.11% in Q3 2026, buying an estimated $366 and bringing the position to 930 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #100.

SWS Partners first reported a position in V in Q4 2017 and has held it in 26 quarters since. The position peaked at $539K in Q3 2019. 3,248 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • SWS Partners held 930 shares of Visa worth $334K as of Q3 2026.
  • SWS Partners bought 1 Visa share in Q3 2026, an estimated $366.
  • Visa made up 0.07% of SWS Partners's portfolio in Q3 2026, its #100 holding.
  • SWS Partners first reported a position in Visa in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Visa position peaked at $539K in Q3 2019.
  • 3,248 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.