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Beckerman Institutional’s Visa V Stock Holding History

Beckerman Institutional’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 		$351K Hold
1,024
– – 0.17% 104
2026
Q1 		$309K Hold
1,024
– – 0.16% 104
2025
Q4 		$359K Hold
1,024
– – 0.2% 95
2025
Q3 		$350K Buy
+1,024
New +$354K 0.21% 90

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 $3.38T AUM 44.17% 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

Beckerman Institutional's V Position: Q2 2026 in Review

Beckerman Institutional held its Visa (V) position steady in Q2 2026 at 1,024 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #104.

Beckerman Institutional first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $359K in Q4 2025. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beckerman Institutional held 1,024 shares of Visa worth $351K as of Q2 2026.
  • Beckerman Institutional left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.17% of Beckerman Institutional's portfolio in Q2 2026, its #104 holding.
  • Beckerman Institutional first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Beckerman Institutional's Visa position peaked at $359K in Q4 2025.
  • 4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.