RMR Wealth Builders 13F: Cuts Visa (V) Stake by $867K

RMR Wealth Builders trimmed its holdings in Visa Inc. V by 17.4% during the quarter, according to a Form 13F filing on October 22, 2026. The institutional investor parted ways with 2,414 shares, leaving it with 11,436 shares worth about $4,109,320.00 at the close of the period.

V Visa Inc.

$414.34 ▲ +20.30% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in RMR Wealth Builders's Visa Inc. Position

The reduction lowers RMR Wealth Builders's exposure to the payment technology giant. The firm's prior stake stood at 13,850 shares before the 17.4% cut.

Other Institutional Activity in Visa Inc.

True North Advisors lowered its stake in Visa Inc. V by 13.0%, shedding 2,541 shares to finish the quarter with 16,965 shares worth about $6,096,024.00. Perigon Wealth Management reduced its holdings by 5.7%, ending with 115,688 shares valued at roughly $41,570,117.00. SBI Securities grew its holdings by 11.2%, ending with 93,188 shares worth about $33,485,244.00. E. Ohman J:or Asset Management trimmed its stake by 2.5%, finishing with 285,394 shares worth approximately $102,550,626.00. Bell Bank lowered its position by 22.0%, ending with 13,665 shares worth about $4,910,244.00.

Visa Inc. Stock Up 2.1%

Visa shares recently traded around $410.88 as of October 23, 2026, down about 0.8% from an event close of $414.34 on October 22, 2026. The stock trades above its 50-day moving average and well above its 200-day moving average, remaining near its 52-week high of $404.74.

Recent Earnings

Visa generated trailing-twelve-month revenue of $44.49 billion with a net profit margin of 50.8% and a return on equity of 61.2%. The next earnings report is scheduled for October 27, 2026.

Dividend

Visa pays an annual dividend of $2.68 per share, yielding 0.67% with a payout ratio of 22.1%.

Insider Buying and Selling at Visa Inc.

Company insiders engaged in multiple transactions prior to the filing. Chief Executive Officer Ryan McInerney sold shares in August and September 2026, including a sale of 5,875 shares at an average price of $367.87. General Counsel Julie B Rottenberg also executed sales during the same period, including 2,028 shares at $381.35.

Analysts Set New Price Targets

Several research firms updated their views on Visa. Cantor Fitzgerald maintained an Overweight rating with a $445.00 target on August 3, 2026. Truist Securities kept a Buy rating with a $406.00 target on August 5, 2026. Wolfe Research maintained an Outperform rating with a $460.00 target on August 25, 2026. RBC Capital held an Outperform rating with a $466.00 target on August 31, 2026. Baird kept an Outperform rating with a $430.00 target on October 12, 2026. Wall Street analysts maintain a strong buy consensus on the stock.

About Visa Inc.

Visa operates a massive electronic payments network that connects consumers, merchants, financial institutions, and government entities across the globe. By facilitating secure digital transactions, the company plays a central role in worldwide commerce. Institutional adjustments like those from RMR Wealth Builders offer a window into how professional managers handle large financial holdings as market conditions evolve.

Bottom Line

Investors will look ahead to the company's upcoming earnings report on October 27, 2026, for fresh details on transaction volumes and revenue growth. Future institutional filings will show whether other funds follow RMR Wealth Builders in trimming their positions.