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BCS Private Wealth Management’s Visa V Stock Holding History

BCS Private Wealth 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 		$369K Buy
1,075
+51
+5% +$16.4K 0.11% 137
2026
Q1 		$309K Hold
1,024
– – 0.09% 147
2025
Q4 		$359K Hold
1,024
– – 0.12% 126
2025
Q3 		$350K Hold
1,024
– – 0.13% 123
2025
Q2 		$364K Buy
+1,024
New +$357K 0.14% 115

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

BCS Private Wealth Management's V Position: Q2 2026 in Review

BCS Private Wealth Management increased its Visa (V) stake by 5% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,075 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #137.

BCS Private Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BCS Private Wealth Management held 1,075 shares of Visa worth $369K as of Q2 2026.
  • BCS Private Wealth Management bought 51 Visa shares in Q2 2026, an estimated $16.4K.
  • Visa made up 0.11% of BCS Private Wealth Management's portfolio in Q2 2026, its #137 holding.
  • BCS Private Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.