Bender Robert & Associates’s Visa V Stock Holding History

Bender Robert & Associates’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	–	Sell	-864	Closed	-$261K	–	46
2026 Q1	$261K	Sell	864 -4	-0.5%	-$1.29K	0.06%	39
2025 Q4	$305K	Sell	868 -136	-14%	-$46.3K	0.06%	37
2025 Q3	$343K	Sell	1,004 -47	-4%	-$16.3K	0.07%	37
2025 Q2	$373K	Buy	1,051 +42	+4%	+$14.6K	0.08%	36
2025 Q1	$354K	Hold	1,009	–	–	0.09%	33
2024 Q4	$319K	Buy	1,009 +115	+13%	+$34.6K	0.08%	38
2024 Q3	$246K	Buy	+894	New	+$242K	0.05%	38
2024 Q2	–	Sell	-1,037	Closed	-$284K	–	83
2024 Q1	$289K	Sell	1,037 -5	-0.5%	-$1.38K	0.07%	41
2023 Q4	$271K	Sell	1,042 -78	-7%	-$19.2K	0.07%	41
2023 Q3	$258K	Hold	1,120	–	–	0.08%	42
2023 Q2	$266K	Hold	1,120	–	–	0.07%	43
2023 Q1	$253K	Hold	1,120	–	–	0.08%	46
2022 Q4	$233K	Buy	+1,120	New	+$226K	0.09%	46
2022 Q3	–	Sell	-1,120	Closed	-$221K	–	56
2022 Q2	$221K	Buy	+1,120	New	+$231K	0.08%	48

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bender Robert & Associates's V Position: Q2 2026 in Review

Bender Robert & Associates sold out of Visa (V) in Q2 2026, closing a stake of 864 shares — an estimated $261K sold.

Bender Robert & Associates first reported a position in V in Q2 2022 and held it in 14 quarters. The position peaked at $373K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Bender Robert & Associates reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Bender Robert & Associates sold 864 Visa shares in Q2 2026, an estimated $261K.
Bender Robert & Associates first reported a position in Visa in Q2 2022 and held it in 14 quarters.
Bender Robert & Associates's Visa position peaked at $373K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.