YWM
V icon

Yoder Wealth Management’s Visa V Stock Holding History

Yoder Wealth Management’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 		$598K Buy
1,664
+35
+2% +$12.8K 0.23% 65
2026
Q2 		$559K Sell
1,629
-38
-2% -$12.2K 0.22% 68
2026
Q1 		$504K Buy
1,667
+4
+0.2% +$1.29K 0.23% 66
2025
Q4 		$583K Buy
1,663
+14
+0.8% +$4.77K 0.27% 63
2025
Q3 		$563K Buy
1,649
+44
+3% +$15.2K 0.27% 63
2025
Q2 		$570K Buy
1,605
+121
+8% +$42.2K 0.3% 61
2025
Q1 		$520K Sell
1,484
-74
-5% -$25K 0.29% 61
2024
Q4 		$492K Sell
1,558
-19
-1% -$5.71K 0.27% 63
2024
Q3 		$434K Sell
1,577
-65
-4% -$17.6K 0.26% 65
2024
Q2 		$431K Sell
1,642
-49
-3% -$13.4K 0.28% 63
2024
Q1 		$472K Sell
1,691
-76
-4% -$21K 0.31% 58
2023
Q4 		$460K Buy
+1,767
New +$436K 0.32% 58
2023
Q3 		– Sell
-1,008
Closed -$239K – 81
2023
Q2 		$239K Buy
+1,008
New +$231K 0.19% 65

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Yoder Wealth Management's V Position: Q3 2026 in Review

Yoder Wealth Management increased its Visa (V) stake by 2.1% in Q3 2026, buying an estimated $12.8K and bringing the position to 1,664 shares worth $598K. The position accounts for 0.23% of the portfolio, ranked #65.

Yoder Wealth Management first reported a position in V in Q2 2023 and has held it in 13 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Yoder Wealth Management held 1,664 shares of Visa worth $598K as of Q3 2026.
  • Yoder Wealth Management bought 35 Visa shares in Q3 2026, an estimated $12.8K.
  • Visa made up 0.23% of Yoder Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Yoder Wealth Management first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.