SEC 13F Intelligence

Nvest Financial, LLC / V

Nvest Financial, LLC’s Visa Inc Position

Does Nvest Financial, LLC own Visa Inc (V)? Yes10.2K shares worth $3M (+1.15% of its 13F portfolio) as of Q1 2026, up from 9.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.2K
% of Portfolio
+1.15%
Quarters Held
17
currently held

Position History V

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ3 ’22: $980,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$3M+1.15%
Q4 20259.8K$3M+1.42%
Q3 20257.4K$3M+1.45%
Q2 20258.8K$3M+1.63%
Q1 20258.9K$3M+1.67%
Q4 20248.7K$3M+1.39%
Q3 20247.8K$2M+1.22%
Q2 20247.3K$2M+1.18%
Q1 20246.8K$2M+1.26%
Q4 20236.7K$2M+1.36%
Q3 20235.6K$1M+1.19%
Q2 20236.3K$1M+1.30%
Q1 20235.9K$1M+1.38%
Q4 20225.8K$1M+1.51%
Q3 20225.5K$980,000+1.39%
Q2 20225.7K$1M+1.17%
Q1 20225.7K$1M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nvest Financial, LLC’s full portfolio or all institutional holders of V.