Wedmont Private Capital
V icon

Wedmont Private Capital’s Visa V Stock Holding History

Wedmont Private Capital’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 		$16.1M Buy
43,032
+8,404
+24% +$3.07M 0.39% 42
2026
Q2 		$12.1M Buy
34,628
+8,094
+31% +$2.6M 0.33% 48
2026
Q1 		$8.2M Sell
26,534
-1,110
-4% -$357K 0.26% 57
2025
Q4 		$9.84M Sell
27,644
-227
-0.8% -$77.3K 0.34% 45
2025
Q3 		$9.82M Buy
27,871
+619
+2% +$214K 0.36% 42
2025
Q2 		$9.75M Buy
27,252
+1,867
+7% +$651K 0.42% 39
2025
Q1 		$8.46M Buy
25,385
+1,031
+4% +$349K 0.43% 39
2024
Q4 		$7.49M Buy
24,354
+2,137
+10% +$643K 0.4% 40
2024
Q3 		$6.08M Buy
22,217
+5,645
+34% +$1.53M 0.35% 44
2024
Q2 		$4.4M Buy
16,572
+2,028
+14% +$556K 0.28% 50
2024
Q1 		$4.02M Buy
14,544
+741
+5% +$205K 0.29% 49
2023
Q4 		$3.62M Buy
13,803
+1,669
+14% +$411K 0.3% 50
2023
Q3 		$2.84M Buy
12,134
+1,111
+10% +$267K 0.29% 54
2023
Q2 		$2.68M Buy
11,023
+994
+10% +$227K 0.29% 55
2023
Q1 		$2.27M Buy
10,029
+2,272
+29% +$506K 0.3% 55
2022
Q4 		$1.69M Buy
7,757
+2,025
+35% +$408K 0.25% 65
2022
Q3 		$1.02M Sell
5,732
-1,168
-17% -$238K 0.2% 79
2022
Q2 		$1.36M Sell
6,900
-677
-9% -$140K 0.29% 61
2022
Q1 		$1.73M Buy
7,577
+2,272
+43% +$491K 0.38% 47
2021
Q4 		$1.14M Buy
+5,305
New +$1.14M 0.35% 52

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wedmont Private Capital's V Position: Q3 2026 in Review

Wedmont Private Capital increased its Visa (V) stake by 24% in Q3 2026, buying an estimated $3.07M and bringing the position to 43,032 shares worth $16.1M. The position accounts for 0.39% of the portfolio, ranked #42.

Wedmont Private Capital first reported a position in V in Q4 2021 and has held it in 20 quarters since. 652 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Wedmont Private Capital held 43,032 shares of Visa worth $16.1M as of Q3 2026.
  • Wedmont Private Capital bought 8,404 Visa shares in Q3 2026, an estimated $3.07M.
  • Visa made up 0.39% of Wedmont Private Capital's portfolio in Q3 2026, its #42 holding.
  • Wedmont Private Capital first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • 652 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.