Whelan Financial
V icon

Whelan Financial’s Visa V Stock Holding History

Whelan 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 		$1.46M Buy
4,073
+436
+12% +$159K 0.38% 32
2026
Q2 		$1.25M Buy
3,637
+79
+2% +$25.4K 0.34% 34
2026
Q1 		$1.08M Buy
3,558
+211
+6% +$67.8K 0.33% 33
2025
Q4 		$1.17M Sell
3,347
-142
-4% -$48.4K 0.37% 32
2025
Q3 		$1.19M Buy
3,489
+919
+36% +$318K 0.38% 31
2025
Q2 		$912K Buy
2,570
+523
+26% +$182K 0.33% 27
2025
Q1 		$718K Buy
2,047
+806
+65% +$273K 0.28% 26
2024
Q4 		$392K Buy
1,241
+420
+51% +$126K 0.15% 36
2024
Q3 		$226K Buy
+821
New +$222K 0.09% 41
2024
Q2 		– Sell
-735
Closed -$205K – 42
2024
Q1 		$205K Buy
+735
New +$203K 0.09% 41

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Whelan Financial's V Position: Q3 2026 in Review

Whelan Financial increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $159K and bringing the position to 4,073 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #32.

Whelan Financial first reported a position in V in Q1 2024 and has held it in 10 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Whelan Financial held 4,073 shares of Visa worth $1.46M as of Q3 2026.
  • Whelan Financial bought 436 Visa shares in Q3 2026, an estimated $159K.
  • Visa made up 0.38% of Whelan Financial's portfolio in Q3 2026, its #32 holding.
  • Whelan Financial first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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