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
2024 Q3	–	Sell	-1,038	Closed	-$272K	–	79
2024 Q2	$272K	Buy	+1,038	New	+$285K	0.06%	40

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. 4,577 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.
4,577 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.