Bank Julius Baer & Co
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Bank Julius Baer & Co’s Visa V Stock Holding History

Bank Julius Baer & Co’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 		$602M Sell
1,754,598
-532,229
-23% -$171M 1.56% 16
2026
Q1 		$690M Sell
2,286,827
-485,463
-18% -$156M 2.08% 9
2025
Q4 		$974M Sell
2,772,290
-60,142
-2% -$20.5M 2.69% 7
2025
Q3 		$967M Sell
2,832,432
-8,346
-0.3% -$2.89M 2.73% 6
2025
Q2 		$1.01B Sell
2,840,778
-23,799
-0.8% -$8.3M 3% 6
2025
Q1 		$1B Buy
2,864,577
+204,124
+8% +$69.1M 3.25% 6
2024
Q4 		$908M Buy
2,660,453
+199,314
+8% +$59.9M 2.8% 8
2024
Q3 		$774M Buy
2,461,139
+2,355,261
+2,225% +$637M 2.61% 9
2024
Q2 		$28M Sell
105,878
-2,585,159
-96% -$709M 0.11% 100
2024
Q1 		$750M Buy
2,691,037
+472,954
+21% +$131M 2.88% 7
2023
Q4 		$687M Buy
2,218,083
+66,552
+3% +$16.4M 2.9% 7
2023
Q3 		$495M Buy
2,151,531
+151,014
+8% +$36.3M 2.88% 7
2023
Q2 		$475M Buy
2,000,517
+151,487
+8% +$34.7M 2.82% 7
2023
Q1 		$417M Buy
1,849,030
+44,153
+2% +$9.83M 2.65% 7
2022
Q4 		$375M Buy
1,804,877
+59,476
+3% +$12M 2.56% 7
2022
Q3 		$310M Sell
1,745,401
-4,586
-0.3% -$933K 2.36% 9
2022
Q2 		$345M Sell
1,749,987
-195,102
-10% -$40.3M 2.43% 7
2022
Q1 		$431M Buy
1,945,089
+25,445
+1% +$5.5M 2.58% 7
2021
Q4 		$416M Buy
1,919,644
+116,087
+6% +$24.9M 2.22% 10
2021
Q3 		$402M Buy
1,803,557
+147,304
+9% +$34.5M 2.49% 7
2021
Q2 		$387M Buy
1,656,253
+75,468
+5% +$17.3M 2.46% 7
2021
Q1 		$335M Sell
1,580,785
-360,298
-19% -$75.8M 2.51% 7
2020
Q4 		$425M Buy
1,941,083
+317,612
+20% +$65M 3.49% 5
2020
Q3 		$324M Buy
1,623,471
+152,459
+10% +$30.5M 3.17% 6
2020
Q2 		$284M Buy
1,471,012
+1,455,677
+9,493% +$266M 3.27% 6
2020
Q1 		$2.47M Buy
+15,335
New +$2.89M 0.06% 140

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank Julius Baer & Co's V Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Visa (V) stake by 23% in Q2 2026, selling an estimated $171M and leaving 1,754,598 shares worth $602M. The position accounts for 1.56% of the portfolio, ranked #16.

Bank Julius Baer & Co first reported a position in V in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01B in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bank Julius Baer & Co held 1,754,598 shares of Visa worth $602M as of Q2 2026.
  • Bank Julius Baer & Co sold 532,229 Visa shares in Q2 2026, an estimated $171M.
  • Visa made up 1.56% of Bank Julius Baer & Co's portfolio in Q2 2026, its #16 holding.
  • Bank Julius Baer & Co first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Visa position peaked at $1.01B in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.