Anchor Capital Advisors’s Visa V Stock Holding History

Anchor Capital Advisors’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	$17.6M	Buy	58,264 +16,537	+40%	+$5.32M	0.5%	73
2025 Q4	$14.6M	Buy	41,727 +3,517	+9%	+$1.2M	0.42%	79
2025 Q3	$13M	Sell	38,210 -780	-2%	-$270K	0.38%	86
2025 Q2	$13.8M	Sell	38,990 -944	-2%	-$329K	0.41%	84
2025 Q1	$14M	Sell	39,934 -2,339	-6%	-$791K	0.42%	86
2024 Q4	$13.4M	Sell	42,273 -10,048	-19%	-$3.02M	0.38%	89
2024 Q3	$14.4M	Sell	52,321 -759	-1%	-$205K	0.38%	92
2024 Q2	$13.9M	Sell	53,080 -113	-0.2%	-$31K	0.39%	90
2024 Q1	$14.8M	Sell	53,193 -9,003	-14%	-$2.49M	0.39%	85
2023 Q4	$16.2M	Sell	62,196 -2,392	-4%	-$590K	0.43%	79
2023 Q3	$14.9M	Sell	64,588 -1,871	-3%	-$450K	0.42%	74
2023 Q2	$15.8M	Sell	66,459 -3,019	-4%	-$691K	0.41%	75
2023 Q1	$15.7M	Sell	69,478 -1,201	-2%	-$267K	0.41%	73
2022 Q4	$14.7M	Buy	70,679 +7,301	+12%	+$1.47M	0.38%	81
2022 Q3	$11.3M	Sell	63,378 -17,912	-22%	-$3.64M	0.31%	91
2022 Q2	$16M	Sell	81,290 -7,450	-8%	-$1.54M	0.41%	83
2022 Q1	$19.7M	Buy	88,740 +85,940	+3,069%	+$18.6M	0.42%	81
2021 Q4	$607K	Hold	2,800	–	–	0.01%	217
2021 Q3	$624K	Hold	2,800	–	–	0.01%	213
2021 Q2	$655K	Hold	2,800	–	–	0.01%	210
2021 Q1	$593K	Hold	2,800	–	–	0.01%	217
2020 Q4	$612K	Hold	2,800	–	–	0.01%	211
2020 Q3	$560K	Hold	2,800	–	–	0.01%	198
2020 Q2	$541K	Hold	2,800	–	–	0.01%	194
2020 Q1	$451K	Sell	2,800 -800	-22%	-$151K	0.01%	192
2019 Q4	$676K	Hold	3,600	–	–	0.01%	187
2019 Q3	$619K	Hold	3,600	–	–	0.02%	194
2019 Q2	$625K	Hold	3,600	–	–	0.02%	182
2019 Q1	$562	Hold	3,600	–	–	0.01%	189
2018 Q4	$475K	Hold	3,600	–	–	0.02%	216
2018 Q3	$540K	Hold	3,600	–	–	0.02%	212
2018 Q2	$477K	Hold	3,600	–	–	0.02%	221
2018 Q1	$431K	Sell	3,600 -125	-3%	-$15.2K	0.02%	253
2017 Q4	$425K	Buy	3,725 +125	+3%	+$13.8K	0.02%	216
2017 Q3	$379K	Sell	3,600 -51	-1%	-$5.17K	0.01%	215
2017 Q2	$342K	Buy	3,651 +51	+1%	+$4.73K	0.01%	226
2017 Q1	$320K	Hold	3,600	–	–	0.01%	234
2016 Q4	$281K	Sell	3,600 -321	-8%	-$25.8K	0.01%	248
2016 Q3	$324K	Hold	3,921	–	–	0.01%	241
2016 Q2	$291K	Sell	3,921 -52	-1%	-$4.07K	0.01%	254
2016 Q1	$304K	Sell	3,973 -132	-3%	-$9.59K	0.01%	248
2015 Q4	$318K	Buy	4,105 +240	+6%	+$18.6K	0.01%	250
2015 Q3	$269K	Hold	3,865	–	–	0.01%	250
2015 Q2	$260K	Sell	3,865 -71	-2%	-$4.81K	0.01%	263
2015 Q1	$257K	Hold	3,936	–	–	0.01%	272
2014 Q4	$258K	Hold	3,936	–	–	0.01%	288
2014 Q3	$210K	Sell	3,936 -156	-4%	-$8.38K	﹤0.01%	315
2014 Q2	$216K	Sell	4,092 -2,000	-33%	-$105K	﹤0.01%	311
2014 Q1	$329K	Sell	6,092 -104	-2%	-$5.78K	0.01%	271
2013 Q4	$345K	Buy	6,196 +28	+0.5%	+$1.41K	0.01%	263
2013 Q3	$295K	Buy	+6,168	New	+$285K	0.01%	270

Other funds holding V

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Anchor Capital Advisors's V Position: Q1 2026 in Review

Anchor Capital Advisors increased its Visa (V) stake by 40% in Q1 2026, buying an estimated $5.32M and bringing the position to 58,264 shares worth $17.6M. The position accounts for 0.5% of the portfolio, ranked #73.

Anchor Capital Advisors first reported a position in V in Q3 2013 and has held it in 51 quarters since. The position peaked at $19.7M in Q1 2022. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Anchor Capital Advisors held 58,264 shares of Visa worth $17.6M as of Q1 2026.
Anchor Capital Advisors bought 16,537 Visa shares in Q1 2026, an estimated $5.32M.
Visa made up 0.5% of Anchor Capital Advisors's portfolio in Q1 2026, its #73 holding.
Anchor Capital Advisors first reported a position in Visa in Q3 2013 and has held it in 51 quarters since.
Anchor Capital Advisors's Visa position peaked at $19.7M in Q1 2022.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.