Towercrest Capital Management
V icon

Towercrest Capital Management’s Visa V Stock Holding History

Towercrest Capital 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 		$1.08M Buy
3,017
+220
+8% +$80.4K 0.15% 54
2026
Q2 		$960K Hold
2,797
– – 0.13% 56
2026
Q1 		$845K Hold
2,797
– – 0.13% 56
2025
Q4 		$981K Hold
2,797
– – 0.15% 55
2025
Q3 		$955K Buy
2,797
+701
+33% +$243K 0.15% 56
2025
Q2 		$744K Hold
2,096
– – 0.13% 54
2025
Q1 		$735K Sell
2,096
-259
-11% -$87.6K 0.14% 55
2024
Q4 		$744K Hold
2,355
– – 0.12% 58
2024
Q3 		$648K Hold
2,355
– – 0.1% 60
2024
Q2 		$618K Sell
2,355
-71
-3% -$19.5K 0.1% 62
2024
Q1 		$677K Buy
2,426
+50
+2% +$13.8K 0.11% 59
2023
Q4 		$619K Buy
2,376
+23
+1% +$5.67K 0.11% 57
2023
Q3 		$541K Buy
2,353
+1
+0% +$240 0.11% 57
2023
Q2 		$559K Buy
2,352
+21
+0.9% +$4.81K 0.1% 57
2023
Q1 		$526K Hold
2,331
– – 0.11% 58
2022
Q4 		$484K Buy
2,331
+258
+12% +$52K 0.11% 59
2022
Q3 		$368K Sell
2,073
-50
-2% -$10.2K 0.09% 62
2022
Q2 		$418K Sell
2,123
-170
-7% -$35.1K 0.09% 60
2022
Q1 		$509K Hold
2,293
– – 0.1% 61
2021
Q4 		$497K Hold
2,293
– – 0.09% 63
2021
Q3 		$511K Buy
2,293
+20
+0.9% +$4.69K 0.1% 61
2021
Q2 		$531K Hold
2,273
– – 0.1% 56
2021
Q1 		$481K Sell
2,273
-17
-0.7% -$3.58K 0.1% 58
2020
Q4 		$501K Buy
2,290
+367
+19% +$75.1K 0.11% 55
2020
Q3 		$385K Hold
1,923
– – 0.09% 59
2020
Q2 		$371K Buy
1,923
+48
+3% +$8.77K 0.1% 59
2020
Q1 		$302K Buy
1,875
+122
+7% +$23K 0.09% 62
2019
Q4 		$330K Hold
1,753
– – 0.08% 65
2019
Q3 		$302K Hold
1,753
– – 0.08% 61
2019
Q2 		$304K Buy
1,753
+269
+18% +$44K 0.09% 60
2019
Q1 		$231K Buy
+1,484
New +$214K 0.07% 64

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Towercrest Capital Management's V Position: Q3 2026 in Review

Towercrest Capital Management increased its Visa (V) stake by 7.9% in Q3 2026, buying an estimated $80.4K and bringing the position to 3,017 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #54.

Towercrest Capital Management first reported a position in V in Q1 2019 and has held it in 31 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Towercrest Capital Management held 3,017 shares of Visa worth $1.08M as of Q3 2026.
  • Towercrest Capital Management bought 220 Visa shares in Q3 2026, an estimated $80.4K.
  • Visa made up 0.15% of Towercrest Capital Management's portfolio in Q3 2026, its #54 holding.
  • Towercrest Capital Management first reported a position in Visa in Q1 2019 and has held it in 31 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.