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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
Q2 		$4.28M Buy
12,484
+54
+0.4% +$17.3K 1.88% 18
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 $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

Benchmark Investment Advisors's V Position: Q2 2026 in Review

Benchmark Investment Advisors increased its Visa (V) stake by 0.43% in Q2 2026, buying an estimated $17.3K and bringing the position to 12,484 shares worth $4.28M. The position accounts for 1.88% of the portfolio, ranked #18.

Benchmark Investment Advisors first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.48M in Q3 2025. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Benchmark Investment Advisors held 12,484 shares of Visa worth $4.28M as of Q2 2026.
  • Benchmark Investment Advisors bought 54 Visa shares in Q2 2026, an estimated $17.3K.
  • Visa made up 1.88% of Benchmark Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Benchmark Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
  • Benchmark Investment Advisors's Visa position peaked at $4.48M in Q3 2025.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.