Simon Quick Advisors 13F: Adds $1.7M to Visa (V) Stake
Key Points
- Simon Quick Advisors now holds 7,735 shares of Visa, up from 3,120, marking a 147.9% increase in its position.
- Visa's shares recently traded at $404.16, which is about 0.9% below the closing price of $407.92 on October 23, 2026.
- The fund's total reported value is approximately $1.34 billion, with Visa representing 0.21% of its portfolio.
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On October 26, 2026, Simon Quick Advisors boosted its stake in Visa Inc. (V) by 4,615 shares, bringing its total to 7,735 shares valued at about $2.78 million. This information comes from the fund's latest Form 13F filing with the SEC.
What Changed in Simon Quick Advisors' Visa Position
Simon Quick Advisors increased its holdings in Visa from 3,120 to 7,735 shares, representing a 147.9% increase. The total value of this position is approximately $2.78 million, within a total reported fund value of about $1.34 billion.
Where Visa Fits in Simon Quick Advisors' Portfolio
Visa now accounts for 0.21% of Simon Quick Advisors' overall portfolio, ranking 37th out of 455 positions. The increase in shares reflects a dollar change of about $1,658,314.78 since the last reported quarter.
Other Institutional Activity in Visa
True North Advisors reduced its stake by 2,541 shares, ending with 16,965 shares valued at about $6.1 million. Tokio Marine Asset Management trimmed its holdings by 3,797 shares, bringing its total to 146,282 shares worth around $52.6 million. Meanwhile, Marathon Asset Management cut its position by 39,122 shares, leaving it with 118,834 shares valued at about $42.7 million.
Visa Inc. Stock Down 2.5%
Visa's shares recently traded around $404.16, which is about 0.9% below the closing price of $407.92 on October 23, 2026. This price positioning may influence investor sentiment as the stock has shown strong performance in recent months.
Recent Earnings
Visa reported trailing twelve-month revenue of approximately $44.5 billion, with an earnings per share (EPS) of $11.75. The company's next earnings report is scheduled for October 27, 2026.
Insider Buying and Selling at Visa Inc.
Several insiders have sold shares recently, including CEO Ryan McInerney, who sold 5,875 shares on September 1, 2026, valued at about $2.23 million. General Counsel Julie B. Rottenberg also sold shares in August and September 2026.
Analysts Set New Price Targets
On October 26, 2026, Susquehanna maintained a positive rating on Visa with a price target of $480. Earlier, Truist Securities also maintained a buy rating with a target of $443. The consensus among analysts is favorable, with many maintaining their outperform ratings.
About Visa Inc.
Visa Inc. operates as a payment technology company that facilitates electronic payments globally. It runs VisaNet, a transaction processing network that enables the authorization, clearing, and settlement of payment transactions. This recent boost in Simon Quick Advisors' position highlights continued institutional interest in Visa as a key player in the financial services sector.
Bottom Line
Investors should keep an eye on Visa's upcoming earnings report on October 27, 2026, as well as any further changes in institutional holdings. Simon Quick Advisors' significant increase in its Visa stake may reflect confidence in the company's future performance.
Source: Simon Quick Advisors's 13F filing on $V (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts