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Three Bridge Wealth Advisors’s Visa V Stock Holding History

Three Bridge Wealth 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
Q2 		$1.15M Sell
3,349
-45
-1% -$14.4K 0.29% 39
2026
Q1 		$1.03M Buy
3,394
+591
+21% +$190K 0.28% 38
2025
Q4 		$983K Buy
2,803
+3
+0.1% +$1.02K 0.26% 41
2025
Q3 		$956K Sell
2,800
-1,793
-39% -$621K 0.25% 41
2025
Q2 		$1.63M Buy
4,593
+899
+24% +$313K 0.43% 36
2025
Q1 		$1.29M Sell
3,694
-24
-0.6% -$8.12K 0.45% 38
2024
Q4 		$1.18M Buy
3,718
+159
+4% +$47.8K 0.41% 37
2024
Q3 		$979K Sell
3,559
-84
-2% -$22.7K 0.36% 42
2024
Q2 		$956K Sell
3,643
-576
-14% -$158K 0.38% 43
2024
Q1 		$1.18M Sell
4,219
-433
-9% -$120K 0.46% 37
2023
Q4 		$1.21M Sell
4,652
-175
-4% -$43.1K 0.42% 33
2023
Q3 		$1.11M Buy
4,827
+58
+1% +$13.9K 0.46% 37
2023
Q2 		$1.13M Sell
4,769
-290
-6% -$66.4K 0.48% 38
2023
Q1 		$1.14M Buy
5,059
+1,536
+44% +$342K 0.53% 38
2022
Q4 		$734K Sell
3,523
-1,558
-31% -$314K 0.39% 46
2022
Q3 		$903K Sell
5,081
-94
-2% -$19.1K 0.46% 42
2022
Q2 		$1.02M Sell
5,175
-143
-3% -$29.6K 0.5% 42
2022
Q1 		$1.18M Buy
+5,318
New +$1.15M 0.33% 38

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Three Bridge Wealth Advisors's V Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $14.4K and leaving 3,349 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #39.

Three Bridge Wealth Advisors first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.63M in Q2 2025. 2,436 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Three Bridge Wealth Advisors held 3,349 shares of Visa worth $1.15M as of Q2 2026.
  • Three Bridge Wealth Advisors sold 45 Visa shares in Q2 2026, an estimated $14.4K.
  • Visa made up 0.29% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Three Bridge Wealth Advisors first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Visa position peaked at $1.63M in Q2 2025.
  • 2,436 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.