Values Added Financial
V icon

Values Added Financial’s Visa V Stock Holding History

Values Added Financial’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 		$1.14M Buy
3,166
+69
+2% +$25.2K 0.4% 48
2026
Q2 		$1.06M Buy
3,097
+361
+13% +$116K 0.38% 47
2026
Q1 		$827K Sell
2,736
-288
-10% -$92.6K 0.35% 53
2025
Q4 		$1.06M Buy
3,024
+33
+1% +$11.2K 0.45% 46
2025
Q3 		$1.02M Buy
2,991
+72
+2% +$24.9K 0.45% 44
2025
Q2 		$1.04M Buy
2,919
+461
+19% +$161K 0.5% 41
2025
Q1 		$861K Buy
2,458
+116
+5% +$39.3K 0.48% 41
2024
Q4 		$740K Sell
2,342
-88
-4% -$26.5K 0.43% 45
2024
Q3 		$668K Buy
2,430
+11
+0.5% +$2.97K 0.42% 40
2024
Q2 		$635K Buy
2,419
+67
+3% +$18.4K 0.46% 40
2024
Q1 		$656K Buy
2,352
+119
+5% +$32.9K 0.51% 37
2023
Q4 		$581K Sell
2,233
-229
-9% -$56.4K 0.48% 36
2023
Q3 		$566K Buy
2,462
+261
+12% +$62.7K 0.52% 40
2023
Q2 		$523K Buy
+2,201
New +$504K 0.49% 42

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Values Added Financial's V Position: Q3 2026 in Review

Values Added Financial increased its Visa (V) stake by 2.2% in Q3 2026, buying an estimated $25.2K and bringing the position to 3,166 shares worth $1.14M. The position accounts for 0.4% of the portfolio, ranked #48.

Values Added Financial first reported a position in V in Q2 2023 and has held it in 14 quarters since. 1,974 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Values Added Financial held 3,166 shares of Visa worth $1.14M as of Q3 2026.
  • Values Added Financial bought 69 Visa shares in Q3 2026, an estimated $25.2K.
  • Visa made up 0.4% of Values Added Financial's portfolio in Q3 2026, its #48 holding.
  • Values Added Financial first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.