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Barden Capital Management’s Visa V Stock Holding History

Barden Capital Management’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 		$1.76M Sell
5,137
-2,102
-29% -$675K 1.63% 20
2026
Q1 		$2.19M Buy
7,239
+242
+3% +$77.8K 1.87% 19
2025
Q4 		$2.45M Buy
6,997
+107
+2% +$36.5K 2.02% 15
2025
Q3 		$2.35M Buy
6,890
+14
+0.2% +$4.84K 1.96% 16
2025
Q2 		$2.44M Sell
6,876
-281
-4% -$97.9K 2.14% 12
2025
Q1 		$2.51M Buy
7,157
+77
+1% +$26.1K 2.23% 13
2024
Q4 		$2.24M Buy
7,080
+79
+1% +$23.8K 1.92% 17
2024
Q3 		$1.92M Buy
7,001
+290
+4% +$78.4K 1.69% 20
2024
Q2 		$1.77M Buy
6,711
+31
+0.5% +$8.5K 1.66% 20
2024
Q1 		$1.86M Sell
6,680
-1,700
-20% -$469K 1.8% 19
2023
Q4 		$1.96M Buy
8,380
+1,093
+15% +$269K 1.6% 23
2023
Q3 		$1.67M Buy
7,287
+835
+13% +$201K 1.63% 24
2023
Q2 		$1.53M Sell
6,452
-922
-13% -$211K 1.68% 18
2023
Q1 		$1.66M Sell
7,374
-16
-0.2% -$3.56K 1.59% 20
2022
Q4 		$1.53M Buy
7,390
+703
+11% +$142K 1.57% 22
2022
Q3 		$1.19M Buy
6,687
+205
+3% +$41.7K 1.38% 22
2022
Q2 		$1.28M Buy
6,482
+218
+3% +$45.1K 1.39% 24
2022
Q1 		$1.39M Buy
6,264
+111
+2% +$24K 1.36% 26
2021
Q4 		$1.33M Buy
+6,153
New +$1.32M 1.27% 32

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barden Capital Management's V Position: Q2 2026 in Review

Barden Capital Management reduced its Visa (V) stake by 29% in Q2 2026, selling an estimated $675K and leaving 5,137 shares worth $1.76M. The position accounts for 1.63% of the portfolio, ranked #20.

Barden Capital Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q1 2025. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Barden Capital Management held 5,137 shares of Visa worth $1.76M as of Q2 2026.
  • Barden Capital Management sold 2,102 Visa shares in Q2 2026, an estimated $675K.
  • Visa made up 1.63% of Barden Capital Management's portfolio in Q2 2026, its #20 holding.
  • Barden Capital Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Barden Capital Management's Visa position peaked at $2.51M in Q1 2025.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.