Third View Private Wealth
V icon

Third View Private Wealth’s Visa V Stock Holding History

Third View Private Wealth’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 		$22.3M Buy
62,150
+1,159
+2% +$424K 2.63% 9
2026
Q2 		$20.9M Buy
60,991
+922
+2% +$296K 2.57% 10
2026
Q1 		$18.2M Buy
60,069
+3,584
+6% +$1.15M 2.49% 8
2025
Q4 		$19.8M Buy
+56,485
New +$19.2M 2.67% 8

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Third View Private Wealth's V Position: Q3 2026 in Review

Third View Private Wealth increased its Visa (V) stake by 1.9% in Q3 2026, buying an estimated $424K and bringing the position to 62,150 shares worth $22.3M. The position accounts for 2.63% of the portfolio, ranked #9.

Third View Private Wealth first reported a position in V in Q4 2025 and has held it in 4 quarters since. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Third View Private Wealth held 62,150 shares of Visa worth $22.3M as of Q3 2026.
  • Third View Private Wealth bought 1,159 Visa shares in Q3 2026, an estimated $424K.
  • Visa made up 2.63% of Third View Private Wealth's portfolio in Q3 2026, its #9 holding.
  • Third View Private Wealth first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.