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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beckerman Institutional's V Position: Q1 2026 in Review

Beckerman Institutional held its Visa (V) position steady in Q1 2026 at 1,024 shares worth $309K. The position accounts for 0.16% of the portfolio, ranked #104.

Beckerman Institutional first reported a position in V in Q3 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Beckerman Institutional held 1,024 shares of Visa worth $309K as of Q1 2026.
  • Beckerman Institutional left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.16% of Beckerman Institutional's portfolio in Q1 2026, its #104 holding.
  • Beckerman Institutional first reported a position in Visa in Q3 2025 and has held it in 3 quarters since.
  • Beckerman Institutional's Visa position peaked at $359K in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.