14B Capital Management’s Visa V Stock Holding History

14B Capital Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$24.3M	Sell	69,268 -732	-1%	-$249K	19.53%	2
2025 Q3	$23.9M	Sell	70,000 -5,000	-7%	-$1.73M	13.98%	3
2025 Q2	$26.6M	Sell	75,000 -8,000	-10%	-$2.79M	10.94%	3
2025 Q1	$29.1M	Sell	83,000 -44,000	-35%	-$14.9M	12.12%	3
2024 Q4	$40.1M	Hold	127,000	–	–	17.47%	3
2024 Q3	$34.9M	Hold	127,000	–	–	15.65%	3
2024 Q2	$33.3M	Sell	127,000 -5,000	-4%	-$1.37M	15.58%	3
2024 Q1	$36.8M	Buy	132,000 +19,000	+17%	+$5.25M	17.39%	2
2023 Q4	$29.4M	Buy	+113,000	New	+$27.9M	17.77%	2

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

14B Capital Management's V Position: Q4 2025 in Review

14B Capital Management reduced its Visa (V) stake by 1% in Q4 2025, selling an estimated $249K and leaving 69,268 shares worth $24.3M. The position accounts for 19.53% of the portfolio, ranked #2.

14B Capital Management first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $40.1M in Q4 2024. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

14B Capital Management held 69,268 shares of Visa worth $24.3M as of Q4 2025.
14B Capital Management sold 732 Visa shares in Q4 2025, an estimated $249K.
Visa made up 19.53% of 14B Capital Management's portfolio in Q4 2025, its #2 holding.
14B Capital Management first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
14B Capital Management's Visa position peaked at $40.1M in Q4 2024.
4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on 14B Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.