Baker Boyer National Bank’s Visa V Stock Holding History

Baker Boyer National Bank’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 Q2	$467K	Buy	1,360 +3	+0.2%	+$963	0.13%	57
2026 Q1	$410K	Hold	1,357	–	–	0.12%	58
2025 Q4	$476K	Hold	1,357	–	–	0.14%	56
2025 Q3	$463K	Buy	1,357 +107	+9%	+$37K	0.15%	52
2025 Q2	$444K	Hold	1,250	–	–	0.15%	50
2025 Q1	$438K	Hold	1,250	–	–	0.16%	49
2024 Q4	$395K	Sell	1,250 -88	-7%	-$26.5K	0.14%	57
2024 Q3	$368K	Hold	1,338	–	–	0.12%	60
2024 Q2	$351K	Sell	1,338 -826	-38%	-$226K	0.12%	57
2024 Q1	$604K	Sell	2,164 -47	-2%	-$13K	0.21%	45
2023 Q4	$576K	Buy	2,211 +137	+7%	+$33.8K	0.21%	47
2023 Q3	$477K	Buy	+2,074	New	+$499K	0.19%	54

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baker Boyer National Bank's V Position: Q2 2026 in Review

Baker Boyer National Bank increased its Visa (V) stake by 0.22% in Q2 2026, buying an estimated $963 and bringing the position to 1,360 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #57.

Baker Boyer National Bank first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $604K in Q1 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Baker Boyer National Bank held 1,360 shares of Visa worth $467K as of Q2 2026.
Baker Boyer National Bank bought 3 Visa shares in Q2 2026, an estimated $963.
Visa made up 0.13% of Baker Boyer National Bank's portfolio in Q2 2026, its #57 holding.
Baker Boyer National Bank first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
Baker Boyer National Bank's Visa position peaked at $604K in Q1 2024.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.