James T. Borello RIA
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James T. Borello RIA’s Visa V Stock Holding History

James T. Borello RIA’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 		$271K Buy
754
+13
+2% +$4.75K 0.06% 94
2026
Q2 		$254K Buy
741
+93
+14% +$29.9K 0.05% 98
2026
Q1 		$196K Buy
648
+465
+254% +$150K 0.05% 109
2025
Q4 		$64.2K Sell
183
-23
-11% -$7.84K 0.02% 163
2025
Q3 		$70.3K Buy
+206
New +$71.3K 0.02% 143

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

James T. Borello RIA's V Position: Q3 2026 in Review

James T. Borello RIA increased its Visa (V) stake by 1.8% in Q3 2026, buying an estimated $4.75K and bringing the position to 754 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #94.

James T. Borello RIA first reported a position in V in Q3 2025 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • James T. Borello RIA held 754 shares of Visa worth $271K as of Q3 2026.
  • James T. Borello RIA bought 13 Visa shares in Q3 2026, an estimated $4.75K.
  • Visa made up 0.06% of James T. Borello RIA's portfolio in Q3 2026, its #94 holding.
  • James T. Borello RIA first reported a position in Visa in Q3 2025 and has held it in 5 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.