SEC 13F Intelligence

Challenger Wealth Management / V

Challenger Wealth Management’s Visa Inc Position

Does Challenger Wealth Management own Visa Inc (V)? Yes — 5.3K shares worth $2M (+1.27% of its 13F portfolio) as of Q1 2026, down from 5.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+1.27%
Quarters Held
6
currently held

Position History V

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$2M+1.27%
Q4 20255.4K$2M+1.44%
Q3 20255.4K$2M+1.43%
Q2 20256.6K$2M+1.62%
Q1 20256.2K$2M+1.72%
Q4 20246.0K$2M+1.63%

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