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Visa shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 79 304.09

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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View all positions for Portus Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group

View all funds holding Visa