Vontobel Holding
V icon

Vontobel Holding’s Visa V Stock Holding History

Vontobel Holding’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 		$199M Buy
554,964
+91,778
+20% +$33.5M 0.72% 23
2026
Q2 		$159M Sell
463,186
-102,074
-18% -$32.8M 0.51% 53
2026
Q1 		$171M Buy
565,260
+67,740
+14% +$21.8M 0.59% 43
2025
Q4 		$174M Sell
497,520
-17,248
-3% -$5.88M 0.55% 42
2025
Q3 		$176M Sell
514,768
-54,479
-10% -$18.9M 0.53% 44
2025
Q2 		$202M Buy
569,247
+109,494
+24% +$38.2M 0.64% 38
2025
Q1 		$161M Sell
459,753
-14,672
-3% -$4.96M 0.59% 42
2024
Q4 		$150M Buy
474,425
+130,348
+38% +$39.2M 0.51% 44
2024
Q3 		$94.6M Sell
344,077
-576,004
-63% -$156M 0.31% 57
2024
Q2 		$241M Buy
920,081
+538,369
+141% +$148M 0.78% 34
2024
Q1 		$107M Buy
381,712
+23,527
+7% +$6.5M 0.85% 18
2023
Q4 		$93.3M Sell
358,185
-34,927
-9% -$8.61M 0.78% 23
2023
Q3 		$90.4M Buy
393,112
+14,607
+4% +$3.51M 0.84% 24
2023
Q2 		$89.9M Sell
378,505
-26,336
-7% -$6.03M 0.79% 24
2023
Q1 		$91.3M Sell
404,841
-7,121
-2% -$1.59M 0.85% 21
2022
Q4 		$84.4M Sell
411,962
-47,838
-10% -$9.6M 0.85% 23
2022
Q3 		$82.8M Sell
459,800
-176,375
-28% -$35.9M 0.97% 15
2022
Q2 		$127M Sell
636,175
-109,234
-15% -$22.6M 1.37% 10
2022
Q1 		$167M Buy
745,409
+77,842
+12% +$16.8M 1.44% 10
2021
Q4 		$145M Buy
667,567
+30,810
+5% +$6.61M 1.21% 15
2021
Q3 		$142M Sell
636,757
-71,281
-10% -$16.7M 1.25% 13
2021
Q2 		$167M Sell
708,038
-11,040
-2% -$2.52M 1.44% 10
2021
Q1 		$152M Buy
719,078
+182,811
+34% +$38.5M 1.13% 11
2020
Q4 		$111M Buy
+536,267
New +$110M 0.73% 19

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Vontobel Holding's V Position: Q3 2026 in Review

Vontobel Holding increased its Visa (V) stake by 20% in Q3 2026, buying an estimated $33.5M and bringing the position to 554,964 shares worth $199M. The position accounts for 0.72% of the portfolio, ranked #23.

Vontobel Holding first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $241M in Q2 2024. 2,577 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Vontobel Holding held 554,964 shares of Visa worth $199M as of Q3 2026.
  • Vontobel Holding bought 91,778 Visa shares in Q3 2026, an estimated $33.5M.
  • Visa made up 0.72% of Vontobel Holding's portfolio in Q3 2026, its #23 holding.
  • Vontobel Holding first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Visa position peaked at $241M in Q2 2024.
  • 2,577 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.