Trifecta Capital Advisors
V icon

Trifecta Capital Advisors’s Visa V Stock Holding History

Trifecta Capital 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
Q3 		$10.2M Buy
28,417
+685
+2% +$250K 1.26% 25
2026
Q2 		$9.5M Buy
27,732
+172
+0.6% +$55.2K 1.23% 26
2026
Q1 		$8.33M Buy
27,560
+382
+1% +$123K 1.29% 26
2025
Q4 		$9.5M Buy
27,178
+740
+3% +$252K 1.41% 22
2025
Q3 		$9.03M Buy
26,438
+747
+3% +$259K 1.37% 24
2025
Q2 		$9.12M Buy
25,691
+2,809
+12% +$979K 1.52% 24
2025
Q1 		$8.02M Buy
22,882
+326
+1% +$110K 1.68% 16
2024
Q4 		$7.13M Buy
22,556
+496
+2% +$149K 1.41% 22
2024
Q3 		$6.07M Buy
22,060
+285
+1% +$77.1K 1.27% 25
2024
Q2 		$5.72M Buy
21,775
+653
+3% +$179K 1.27% 22
2024
Q1 		$5.89M Buy
21,122
+376
+2% +$104K 1.43% 18
2023
Q4 		$5.4M Buy
20,746
+570
+3% +$140K 1.49% 18
2023
Q3 		$4.64M Buy
20,176
+536
+3% +$129K 1.49% 17
2023
Q2 		$4.66M Buy
19,640
+475
+2% +$109K 1.5% 16
2023
Q1 		$4.32M Buy
19,165
+305
+2% +$67.9K 1.52% 16
2022
Q4 		$3.92M Buy
+18,860
New +$3.8M 1.56% 17

Other funds holding V

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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trifecta Capital Advisors's V Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Visa (V) stake by 2.5% in Q3 2026, buying an estimated $250K and bringing the position to 28,417 shares worth $10.2M. The position accounts for 1.26% of the portfolio, ranked #25.

Trifecta Capital Advisors first reported a position in V in Q4 2022 and has held it in 16 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Trifecta Capital Advisors held 28,417 shares of Visa worth $10.2M as of Q3 2026.
  • Trifecta Capital Advisors bought 685 Visa shares in Q3 2026, an estimated $250K.
  • Visa made up 1.26% of Trifecta Capital Advisors's portfolio in Q3 2026, its #25 holding.
  • Trifecta Capital Advisors first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.