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Bank of Marin’s Visa V Stock Holding History

Bank of Marin’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 		$1.4M Buy
4,622
+130
+3% +$41.8K 1.02% 25
2025
Q4 		$1.58M Sell
4,492
-1
-0% -$341 1.09% 23
2025
Q3 		$1.53M Buy
4,493
+100
+2% +$34.6K 1.08% 23
2025
Q2 		$1.56M Buy
+4,393
New +$1.53M 1.18% 21
2025
Q1 		– Sell
-4,242
Closed -$1.34M – 107
2024
Q4 		$1.34M Buy
4,242
+62
+1% +$18.6K 1.06% 26
2024
Q3 		$1.15M Buy
4,180
+133
+3% +$36K 0.93% 30
2024
Q2 		$1.06M Sell
4,047
-220
-5% -$60.3K 0.91% 29
2024
Q1 		$1.19M Sell
4,267
-35
-0.8% -$9.66K 1.05% 27
2023
Q4 		$1.12M Sell
4,302
-9
-0.2% -$2.22K 1% 28
2023
Q3 		$992K Sell
4,311
-270
-6% -$64.9K 0.97% 31
2023
Q2 		$1.09M Sell
4,581
-230
-5% -$52.6K 1.01% 28
2023
Q1 		$1.08M Sell
4,811
-312
-6% -$69.4K 1.04% 28
2022
Q4 		$1.06M Sell
5,123
-150
-3% -$30.3K 1% 29
2022
Q3 		$937K Sell
5,273
-384
-7% -$78.1K 0.92% 32
2022
Q2 		$1.11M Sell
5,657
-113
-2% -$23.4K 0.98% 30
2022
Q1 		$1.28M Sell
5,770
-41
-0.7% -$8.87K 0.93% 35
2021
Q4 		$1.26M Buy
5,811
+70
+1% +$15K 0.84% 41
2021
Q3 		$1.28M Buy
5,741
+38
+0.7% +$8.91K 0.94% 32
2021
Q2 		$1.33M Sell
5,703
-2
-0% -$457 0.98% 31
2021
Q1 		$1.21M Sell
5,705
-3,127
-35% -$658K 0.96% 31
2020
Q4 		$1.93M Buy
8,832
+444
+5% +$90.9K 1.63% 13
2020
Q3 		$1.68M Buy
8,388
+16
+0.2% +$3.2K 1.72% 13
2020
Q2 		$1.62M Buy
8,372
+392
+5% +$71.6K 1.85% 11
2020
Q1 		$1.29M Buy
7,980
+11
+0.1% +$2.07K 1.75% 13
2019
Q4 		$1.5M Buy
+7,969
New +$1.44M 1.51% 15

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

Bank of Marin's V Position: Q1 2026 in Review

Bank of Marin increased its Visa (V) stake by 2.9% in Q1 2026, buying an estimated $41.8K and bringing the position to 4,622 shares worth $1.4M. The position accounts for 1.02% of the portfolio, ranked #25.

Bank of Marin first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.93M in Q4 2020. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bank of Marin held 4,622 shares of Visa worth $1.4M as of Q1 2026.
  • Bank of Marin bought 130 Visa shares in Q1 2026, an estimated $41.8K.
  • Visa made up 1.02% of Bank of Marin's portfolio in Q1 2026, its #25 holding.
  • Bank of Marin first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • Bank of Marin's Visa position peaked at $1.93M in Q4 2020.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.