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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
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 $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

BankPlus Trust Department's V Position: Q1 2026 in Review

BankPlus Trust Department increased its Visa (V) stake by 2.9% in Q1 2026, buying an estimated $96.8K and bringing the position to 10,801 shares worth $3.26M. The position accounts for 0.87% of the portfolio, ranked #25.

BankPlus Trust Department first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.68M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • BankPlus Trust Department held 10,801 shares of Visa worth $3.26M as of Q1 2026.
  • BankPlus Trust Department bought 301 Visa shares in Q1 2026, an estimated $96.8K.
  • Visa made up 0.87% of BankPlus Trust Department's portfolio in Q1 2026, its #25 holding.
  • BankPlus Trust Department first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Visa position peaked at $3.68M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.