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Beacon Bridge Wealth Partners’s Visa V Stock Holding History

Beacon Bridge Wealth Partners’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 		$393K Sell
1,145
-20
-2% -$6.42K 0.11% 88
2026
Q1 		$352K Buy
1,165
+21
+2% +$6.75K 0.12% 83
2025
Q4 		$401K Sell
1,144
-97
-8% -$33K 0.13% 79
2025
Q3 		$424K Buy
1,241
+34
+3% +$11.8K 0.15% 70
2025
Q2 		$429K Buy
1,207
+1
+0.1% +$349 0.17% 65
2025
Q1 		$423K Buy
1,206
+23
+2% +$7.78K 0.18% 66
2024
Q4 		$374K Hold
1,183
– – 0.16% 68
2024
Q3 		$325K Hold
1,183
– – 0.14% 70
2024
Q2 		$311K Hold
1,183
– – 0.14% 75
2024
Q1 		$330K Hold
1,183
– – 0.16% 75
2023
Q4 		$308K Buy
1,183
+2
+0.2% +$493 0.15% 72
2023
Q3 		$272K Buy
1,181
+1
+0.1% +$240 0.14% 67
2023
Q2 		$280K Sell
1,180
-2
-0.2% -$458 0.14% 68
2023
Q1 		$266K Sell
1,182
-1
-0.1% -$223 0.16% 73
2022
Q4 		$246K Buy
+1,183
New +$239K 0.18% 79

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

Beacon Bridge Wealth Partners's V Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $6.42K and leaving 1,145 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #88.

Beacon Bridge Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $429K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beacon Bridge Wealth Partners held 1,145 shares of Visa worth $393K as of Q2 2026.
  • Beacon Bridge Wealth Partners sold 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 0.11% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Beacon Bridge Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's Visa position peaked at $429K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.