Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.37M Hold
3,819
– – 0.32% 17
2026
Q2
$1.31M Sell
3,819
-25
-0.7% -$8.03K 0.31% 17
2026
Q1
$1.16M Hold
3,844
– – 0.31% 16
2025
Q4
$1.35M Hold
3,844
– – 0.36% 16
2025
Q3
$1.31M Hold
3,844
– – 0.36% 16
2025
Q2
$1.36M Buy
3,844
+768
+25% +$268K 0.41% 16
2025
Q1
$1.08M Hold
3,076
– – 0.35% 16
2024
Q4
$972K Buy
3,076
+195
+7% +$58.6K 0.32% 16
2024
Q3
$792K Hold
2,881
– – 0.26% 20
2024
Q2
$756K Hold
2,881
– – 0.27% 19
2024
Q1
$804K Buy
2,881
+1
+0% +$276 0.29% 19
2023
Q4
$750K Hold
2,880
– – 0.3% 19
2023
Q3
$662K Hold
2,880
– – 0.29% 20
2023
Q2
$684K Sell
2,880
-3
-0.1% -$687 0.29% 19
2023
Q1
$650K Buy
2,883
+3
+0.1% +$668 0.29% 20
2022
Q4
$598K Hold
2,880
– – 0.29% 20
2022
Q3
$512K Hold
2,880
– – 0.27% 22
2022
Q2
$567K Hold
2,880
– – 0.29% 18
2022
Q1
$639K Hold
2,880
– – 0.29% 19
2021
Q4
$624K Hold
2,880
– – 0.28% 20
2021
Q3
$610K Hold
2,880
– – 0.28% 20
2021
Q2
$673K Hold
2,880
– – 0.34% 17
2021
Q1
$610K Hold
2,880
– – 0.33% 16
2020
Q4
$630K Hold
2,880
– – 0.38% 16
2020
Q3
$576K Hold
2,880
– – 0.4% 16
2020
Q2
$556K Hold
2,880
– – 0.42% 15
2020
Q1
$464K Hold
2,880
– – 0.42% 15
2019
Q4
$541K Buy
+2,880
New +$519K 0.41% 17

Other funds holding V

TrueFG's V Position: Q3 2026 in Review

TrueFG held its Visa (V) position steady in Q3 2026 at 3,819 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #17.

TrueFG first reported a position in V in Q4 2019 and has held it in 28 quarters since. 933 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • TrueFG held 3,819 shares of Visa worth $1.37M as of Q3 2026.
  • TrueFG left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.32% of TrueFG's portfolio in Q3 2026, its #17 holding.
  • TrueFG first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • 933 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.