BIA
V icon

Benchmark Investment Advisors’s Visa V Stock Holding History

Benchmark Investment Advisors’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 		$3.76M Buy
+12,430
New +$4M 2.18% 12
2025
Q3 		$4.48M Buy
+13,066
New +$4.52M 2.6% 9
2025
Q1 		$4.27M Buy
12,190
+3,661
+43% +$1.24M 2.77% 8
2024
Q4 		$2.7M Buy
8,529
+12
+0.1% +$3.61K 1.75% 16
2024
Q3 		$2.34M Buy
8,517
+53
+0.6% +$14.3K 1.67% 17
2024
Q2 		$2.22M Buy
8,464
+529
+7% +$145K 1.61% 16
2024
Q1 		$2.21M Sell
7,935
-81
-1% -$22.4K 1.75% 16
2023
Q4 		$2.09M Sell
8,016
-2,924
-27% -$721K 1.93% 15
2023
Q3 		$2.52M Buy
10,940
+90
+0.8% +$21.6K 2.54% 7
2023
Q2 		$2.58M Sell
10,850
-32
-0.3% -$7.32K 2.38% 8
2023
Q1 		$2.45M Buy
10,882
+1,685
+18% +$375K 2.52% 7
2022
Q4 		$1.91M Sell
9,197
-1,890
-17% -$381K 2.02% 14
2022
Q3 		$1.97M Buy
11,087
+3,009
+37% +$612K 2.12% 13
2022
Q2 		$1.59M Sell
8,078
-667
-8% -$138K 1.66% 20
2022
Q1 		$1.94M Sell
8,745
-56
-0.6% -$12.1K 1.46% 17
2021
Q4 		$1.91M Buy
+8,801
New +$1.89M 1.57% 19

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

Benchmark Investment Advisors's V Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Visa (V) in Q1 2026: 12,430 shares worth $3.76M. The stake represents 2.18% of the portfolio and ranks #12 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in V as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in V in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.48M in Q3 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Benchmark Investment Advisors held 12,430 shares of Visa worth $3.76M as of Q1 2026.
  • Visa was a new Benchmark Investment Advisors position in Q1 2026.
  • Visa made up 2.18% of Benchmark Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Benchmark Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Visa position peaked at $4.48M in Q3 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.