Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.32M Sell
10,969
-345
-3% -$111K 0.19% 50
2025
Q4
$3.97M Buy
11,314
+485
+4% +$165K 0.21% 47
2025
Q3
$3.7M Buy
10,829
+99
+0.9% +$34.3K 0.21% 48
2025
Q2
$3.81M Sell
10,730
-61
-0.6% -$21.3K 0.24% 44
2025
Q1
$3.78M Buy
10,791
+130
+1% +$44K 0.27% 36
2024
Q4
$3.37M Sell
10,661
-901
-8% -$271K 0.24% 42
2024
Q3
$3.18M Sell
11,562
-162
-1% -$43.8K 0.24% 43
2024
Q2
$3.08M Sell
11,724
-2,435
-17% -$667K 0.25% 42
2024
Q1
$3.95M Buy
14,159
+1,268
+10% +$350K 0.32% 36
2023
Q4
$3.36M Buy
12,891
+110
+0.9% +$27.1K 0.34% 31
2023
Q3
$2.94M Buy
12,781
+13
+0.1% +$3.13K 0.33% 33
2023
Q2
$3.03M Sell
12,768
-266
-2% -$60.9K 0.34% 28
2023
Q1
$2.94M Buy
13,034
+229
+2% +$51K 0.34% 31
2022
Q4
$2.66M Buy
12,805
+60
+0.5% +$12.1K 0.3% 33
2022
Q3
$2.26M Sell
12,745
-3,177
-20% -$646K 0.29% 40
2022
Q2
$3.13M Sell
15,922
-28
-0.2% -$5.79K 0.37% 33
2022
Q1
$3.54M Buy
15,950
+12,508
+363% +$2.71M 0.33% 39
2021
Q4
$746K Sell
3,442
-4,001
-54% -$859K 0.09% 95
2021
Q3
$1.66M Buy
7,443
+2,522
+51% +$591K 0.14% 63
2021
Q2
$1.15M Sell
4,921
-546
-10% -$125K 0.09% 84
2021
Q1
$1.16M Sell
5,467
-521
-9% -$110K 0.1% 88
2020
Q4
$1.31M Sell
5,988
-1,366
-19% -$280K 0.11% 71
2020
Q3
$1.47M Buy
7,354
+2,524
+52% +$504K 0.13% 62
2020
Q2
$933K Buy
4,830
+2,879
+148% +$526K 0.12% 79
2020
Q1
$314K Sell
1,951
-8,792
-82% -$1.66M 0.05% 109
2019
Q4
$2.02M Buy
10,743
+8,898
+482% +$1.6M 0.22% 58
2019
Q3
$317K Sell
1,845
-1,352
-42% -$241K 0.05% 99
2019
Q2
$555K Sell
3,197
-37,029
-92% -$6.06M 0.09% 63
2019
Q1
$6.28M Sell
40,226
-1,149
-3% -$166K 0.82% 19
2018
Q4
$5.46M Buy
41,375
+39,487
+2,091% +$5.45M 0.72% 20
2018
Q3
$283K Buy
+1,888
New +$268K 0.04% 93

Other funds holding V

BBR Partners's V Position: Q1 2026 in Review

BBR Partners reduced its Visa (V) stake by 3% in Q1 2026, selling an estimated $111K and leaving 10,969 shares worth $3.32M. The position accounts for 0.19% of the portfolio, ranked #50.

BBR Partners first reported a position in V in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.28M in Q1 2019. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • BBR Partners held 10,969 shares of Visa worth $3.32M as of Q1 2026.
  • BBR Partners sold 345 Visa shares in Q1 2026, an estimated $111K.
  • Visa made up 0.19% of BBR Partners's portfolio in Q1 2026, its #50 holding.
  • BBR Partners first reported a position in Visa in Q3 2018 and has held it in 31 quarters since.
  • BBR Partners's Visa position peaked at $6.28M in Q1 2019.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.