VisionPoint Advisory Group
V icon

VisionPoint Advisory Group’s Visa V Stock Holding History

VisionPoint Advisory Group’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 		$2.24M Buy
6,222
+3,599
+137% +$1.32M 0.35% 73
2026
Q2 		$900K Buy
2,623
+264
+11% +$84.8K 0.15% 157
2026
Q1 		$713K Sell
2,359
-1,104
-32% -$355K 0.13% 174
2025
Q4 		$1.21M Sell
3,463
-476
-12% -$162K 0.24% 103
2025
Q3 		$1.34M Sell
3,939
-401
-9% -$139K 0.27% 97
2025
Q2 		$1.54M Buy
4,340
+2,372
+121% +$827K 0.34% 86
2025
Q1 		$690K Sell
1,968
-2,911
-60% -$985K 0.24% 92
2024
Q4 		$1.53M Sell
4,879
-264
-5% -$79.4K 0.52% 58
2024
Q3 		$1.41M Buy
5,143
+1,111
+28% +$300K 0.48% 63
2024
Q2 		$1.06M Buy
4,032
+991
+33% +$272K 0.38% 72
2024
Q1 		$849K Buy
3,041
+1,000
+49% +$276K 0.31% 89
2023
Q4 		$531K Sell
2,041
-394
-16% -$97.1K 0.2% 91
2023
Q3 		$560K Buy
2,435
+1,500
+160% +$361K 0.24% 86
2023
Q2 		$222K Sell
935
-1,818
-66% -$416K 0.09% 125
2023
Q1 		$621K Buy
2,753
+87
+3% +$19.4K 0.27% 75
2022
Q4 		$610K Sell
2,666
-24
-0.9% -$4.84K 0.25% 67
2022
Q3 		$478K Sell
2,690
-15,438
-85% -$3.14M 0.23% 55
2022
Q2 		$3.83M Sell
18,128
-11,279
-38% -$2.33M 1.51% 25
2022
Q1 		$5.7M Sell
29,407
-1,717
-6% -$371K 2.64% 14
2021
Q4 		$7.11M Buy
31,124
+3,297
+12% +$708K 3.11% 10
2021
Q3 		$6.03M Buy
27,827
+9,072
+48% +$2.13M 2.69% 13
2021
Q2 		$4.38M Buy
18,755
+4,925
+36% +$1.13M 1.95% 14
2021
Q1 		$2.93M Buy
13,830
+6,373
+85% +$1.34M 1.4% 21
2020
Q4 		$1.63M Buy
7,457
+5,042
+209% +$1.03M 0.82% 30
2020
Q3 		$483K Buy
2,415
+645
+36% +$129K 0.21% 61
2020
Q2 		$345K Sell
1,770
-265
-13% -$48.4K 0.14% 68
2020
Q1 		$328K Sell
2,035
-359
-15% -$67.6K 0.15% 73
2019
Q4 		$450K Sell
2,394
-1,323
-36% -$238K 0.19% 71
2019
Q3 		$654K Buy
3,717
+475
+15% +$84.6K 0.18% 60
2019
Q2 		$563K Buy
+3,242
New +$531K 0.16% 68

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's V Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Visa (V) stake by 137% in Q3 2026, buying an estimated $1.32M and bringing the position to 6,222 shares worth $2.24M. The position accounts for 0.35% of the portfolio, ranked #73.

VisionPoint Advisory Group first reported a position in V in Q2 2019 and has held it in 30 quarters since. The position peaked at $7.11M in Q4 2021. 1,145 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • VisionPoint Advisory Group held 6,222 shares of Visa worth $2.24M as of Q3 2026.
  • VisionPoint Advisory Group bought 3,599 Visa shares in Q3 2026, an estimated $1.32M.
  • Visa made up 0.35% of VisionPoint Advisory Group's portfolio in Q3 2026, its #73 holding.
  • VisionPoint Advisory Group first reported a position in Visa in Q2 2019 and has held it in 30 quarters since.
  • VisionPoint Advisory Group's Visa position peaked at $7.11M in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.