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BankPlus Trust Department’s Visa V Stock Holding History

BankPlus Trust Department’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 		$3.84M Buy
11,206
+405
+4% +$130K 0.9% 21
2026
Q1 		$3.26M Buy
10,801
+301
+3% +$96.8K 0.87% 25
2025
Q4 		$3.68M Buy
10,500
+62
+0.6% +$21.1K 0.96% 16
2025
Q3 		$3.56M Buy
10,438
+4,574
+78% +$1.58M 0.95% 17
2025
Q2 		$2.08M Buy
5,864
+484
+9% +$169K 0.62% 40
2025
Q1 		$1.89M Buy
5,380
+129
+2% +$43.7K 0.63% 37
2024
Q4 		$1.66M Buy
+5,251
New +$1.58M 0.54% 41

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

BankPlus Trust Department's V Position: Q2 2026 in Review

BankPlus Trust Department increased its Visa (V) stake by 3.7% in Q2 2026, buying an estimated $130K and bringing the position to 11,206 shares worth $3.84M. The position accounts for 0.9% of the portfolio, ranked #21.

BankPlus Trust Department first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BankPlus Trust Department held 11,206 shares of Visa worth $3.84M as of Q2 2026.
  • BankPlus Trust Department bought 405 Visa shares in Q2 2026, an estimated $130K.
  • Visa made up 0.9% of BankPlus Trust Department's portfolio in Q2 2026, its #21 holding.
  • BankPlus Trust Department first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.