ABWM
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Alpine Bank Wealth Management’s Visa V Stock Holding History

Alpine Bank Wealth 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
2026
Q1 		$387K Sell
1,279
-751
-37% -$241K 0.06% 124
2025
Q4 		$712K Buy
2,030
+1
+0% +$341 0.1% 93
2025
Q3 		$693K Buy
2,029
+18
+0.9% +$6.23K 0.1% 93
2025
Q2 		$714K Buy
2,011
+140
+7% +$48.8K 0.11% 87
2025
Q1 		$656K Buy
+1,871
New +$633K 0.11% 88
2024
Q3 		$662K Buy
+2,409
New +$651K 0.11% 95

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alpine Bank Wealth Management's V Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Visa (V) stake by 37% in Q1 2026, selling an estimated $241K and leaving 1,279 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #124.

Alpine Bank Wealth Management first reported a position in V in Q3 2024 and has held it in 6 quarters since. The position peaked at $714K in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Alpine Bank Wealth Management held 1,279 shares of Visa worth $387K as of Q1 2026.
  • Alpine Bank Wealth Management sold 751 Visa shares in Q1 2026, an estimated $241K.
  • Visa made up 0.06% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Alpine Bank Wealth Management first reported a position in Visa in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Visa position peaked at $714K in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.