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Arbor Trust Wealth Advisors’s Visa V Stock Holding History

Arbor Trust Wealth 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 		$2.87M Sell
9,507
-467
-5% -$150K 1.26% 31
2025
Q4 		$3.5M Sell
9,974
-61
-0.6% -$20.8K 1.53% 24
2025
Q3 		$3.43M Buy
10,035
+22
+0.2% +$7.61K 1.54% 25
2025
Q2 		$3.56M Sell
10,013
-625
-6% -$218K 1.74% 24
2025
Q1 		$3.73M Sell
10,638
-50
-0.5% -$16.9K 1.75% 23
2024
Q4 		$3.38M Buy
10,688
+288
+3% +$86.6K 1.58% 22
2024
Q3 		$2.73M Hold
10,400
– – 1.43% 23
2024
Q2 		$2.73M Buy
10,400
+50
+0.5% +$13.7K 1.43% 23
2024
Q1 		$2.84M Sell
10,350
-54
-0.5% -$14.9K 1.56% 23
2023
Q4 		$2.71M Buy
10,404
+135
+1% +$33.3K 1.61% 21
2023
Q3 		$2.36M Buy
10,269
+140
+1% +$33.7K 1.56% 22
2023
Q2 		$2.41M Buy
10,129
+274
+3% +$62.7K 1.53% 23
2023
Q1 		$2.22M Sell
9,855
-15
-0.2% -$3.34K 1.46% 25
2022
Q4 		$2.05M Buy
9,870
+70
+0.7% +$14.1K 1.42% 26
2022
Q3 		$1.74M Sell
9,800
-420
-4% -$85.5K 1.32% 26
2022
Q2 		$2.01M Buy
10,220
+435
+4% +$89.9K 1.4% 25
2022
Q1 		$2.17M Sell
9,785
-860
-8% -$186K 1.3% 25
2021
Q4 		$2.31M Buy
10,645
+235
+2% +$50.4K 1.33% 24
2021
Q3 		$2.32M Buy
10,410
+35
+0.3% +$8.21K 1.45% 23
2021
Q2 		$2.43M Sell
10,375
-145
-1% -$33.1K 1.52% 22
2021
Q1 		$2.23M Sell
10,520
-50
-0.5% -$10.5K 1.49% 22
2020
Q4 		$2.31M Buy
+10,570
New +$2.16M 1.68% 20
2020
Q3 		– Sell
-10,475
Closed -$2.02M – 84
2020
Q2 		$2.02M Buy
10,475
+260
+3% +$47.5K 1.83% 16
2020
Q1 		$1.65M Sell
10,215
-146
-1% -$27.5K 1.74% 17
2019
Q4 		$1.95M Buy
+10,361
New +$1.87M 1.67% 20

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

Arbor Trust Wealth Advisors's V Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Visa (V) stake by 4.7% in Q1 2026, selling an estimated $150K and leaving 9,507 shares worth $2.87M. The position accounts for 1.26% of the portfolio, ranked #31.

Arbor Trust Wealth Advisors first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.73M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Arbor Trust Wealth Advisors held 9,507 shares of Visa worth $2.87M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 467 Visa shares in Q1 2026, an estimated $150K.
  • Visa made up 1.26% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Arbor Trust Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • Arbor Trust Wealth Advisors's Visa position peaked at $3.73M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.