tru Independence
V icon

tru Independence’s Visa V Stock Holding History

tru Independence’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 		$331K Sell
922
-4
-0.4% -$1.46K 0.14% 81
2026
Q2 		$318K Buy
926
+21
+2% +$6.74K 0.14% 82
2026
Q1 		$274K Buy
905
+23
+3% +$7.4K 0.14% 81
2025
Q4 		$309K Buy
882
+169
+24% +$57.6K 0.08% 106
2025
Q3 		$243K Buy
713
+26
+4% +$9K 0.06% 116
2025
Q2 		$244K Buy
687
+27
+4% +$9.41K 0.07% 112
2025
Q1 		$231K Buy
660
+6
+0.9% +$2.03K 0.07% 107
2024
Q4 		$207K Buy
+654
New +$197K 0.06% 111
2021
Q3 		– Sell
-547
Closed -$128K – 326
2021
Q2 		$128K Sell
547
-974
-64% -$223K 0.04% 113
2021
Q1 		$322K Sell
1,521
-434
-22% -$91.4K 0.06% 206
2020
Q4 		$428 Buy
1,955
+556
+40% +$114K ﹤0.01% 389
2020
Q3 		$280K Sell
1,399
-2,070
-60% -$413K 0.08% 144
2020
Q2 		$670K Buy
3,469
+1,142
+49% +$209K 0.1% 150
2020
Q1 		$374K Hold
2,327
– – 0.06% 167
2019
Q4 		$374K Buy
+2,327
New +$419K 0.05% 193

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

tru Independence's V Position: Q3 2026 in Review

tru Independence reduced its Visa (V) stake by 0.43% in Q3 2026, selling an estimated $1.46K and leaving 922 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #81.

tru Independence first reported a position in V in Q4 2019 and has held it in 15 quarters since. The position peaked at $670K in Q2 2020. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • tru Independence held 922 shares of Visa worth $331K as of Q3 2026.
  • tru Independence sold 4 Visa shares in Q3 2026, an estimated $1.46K.
  • Visa made up 0.14% of tru Independence's portfolio in Q3 2026, its #81 holding.
  • tru Independence first reported a position in Visa in Q4 2019 and has held it in 15 quarters since.
  • tru Independence's Visa position peaked at $670K in Q2 2020.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.