BEI
V icon

Benjamin Edwards Inc’s Visa V Stock Holding History

Benjamin Edwards Inc’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 		$46.8M Buy
136,468
+15,455
+13% +$4.96M 0.43% 59
2026
Q1 		$36.6M Buy
121,013
+4,062
+3% +$1.31M 0.36% 80
2025
Q4 		$41M Buy
116,951
+10,502
+10% +$3.58M 0.45% 59
2025
Q3 		$36.3M Buy
106,449
+25,800
+32% +$8.93M 0.41% 66
2025
Q2 		$28.6M Buy
80,649
+2,625
+3% +$915K 0.36% 78
2025
Q1 		$27.3M Buy
78,024
+1,363
+2% +$461K 0.38% 76
2024
Q4 		$24.2M Buy
76,661
+3,771
+5% +$1.13M 0.35% 78
2024
Q3 		$20M Buy
72,890
+68,654
+1,621% +$18.6M 0.29% 99
2024
Q2 		$1.11M Buy
4,236
+153
+4% +$41.9K 0.21% 126
2024
Q1 		$1.14M Buy
4,083
+709
+21% +$196K 0.23% 120
2023
Q4 		$879K Buy
3,374
+256
+8% +$63.1K 0.19% 141
2023
Q3 		$717K Buy
3,118
+1,304
+72% +$313K 0.17% 143
2023
Q2 		$431K Sell
1,814
-18
-1% -$4.12K 0.1% 189
2023
Q1 		$413K Sell
1,832
-215
-11% -$47.9K 0.1% 196
2022
Q4 		$425K Buy
2,047
+526
+35% +$106K 0.11% 192
2022
Q3 		$270K Buy
1,521
+13
+0.9% +$2.65K 0.08% 218
2022
Q2 		$297K Sell
1,508
-50
-3% -$10.3K 0.09% 218
2022
Q1 		$346K Buy
1,558
+467
+43% +$101K 0.1% 207
2021
Q4 		$236K Sell
1,091
-1,356
-55% -$291K 0.08% 240
2021
Q3 		$545K Buy
2,447
+143
+6% +$33.5K 0.33% 102
2021
Q2 		$539K Buy
2,304
+147
+7% +$33.6K 0.37% 98
2021
Q1 		$457K Buy
2,157
+1,977
+1,098% +$416K 0.35% 98
2020
Q4 		$39K Buy
180
+46
+34% +$9.41K 0.03% 263
2020
Q3 		$27K Buy
134
+2
+2% +$399 0.02% 263
2020
Q2 		$26K Hold
132
– – 0.02% 245
2020
Q1 		$21K Buy
132
+40
+43% +$7.54K 0.02% 240
2019
Q4 		$17K Buy
92
+32
+53% +$5.76K 0.03% 186
2019
Q3 		$10K Buy
+60
New +$10.7K 0.02% 221

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

Benjamin Edwards Inc's V Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $4.96M and bringing the position to 136,468 shares worth $46.8M. The position accounts for 0.43% of the portfolio, ranked #59.

Benjamin Edwards Inc first reported a position in V in Q3 2019 and has held it in 28 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Benjamin Edwards Inc held 136,468 shares of Visa worth $46.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 15,455 Visa shares in Q2 2026, an estimated $4.96M.
  • Visa made up 0.43% of Benjamin Edwards Inc's portfolio in Q2 2026, its #59 holding.
  • Benjamin Edwards Inc first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.