BCM
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Berbice Capital Management’s Visa V Stock Holding History

Berbice Capital Management’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
Q3 		$6.07M Sell
16,902
-10
-0.1% -$3.65K 3.02% 9
2026
Q2 		$5.8M Sell
16,912
-500
-3% -$161K 3% 10
2026
Q1 		$5.26M Hold
17,412
– – 3.44% 9
2025
Q4 		$6.11M Hold
17,412
– – 3.67% 9
2025
Q3 		$5.94M Buy
17,412
+10
+0.1% +$3.46K 3.66% 9
2025
Q2 		$6.18M Sell
17,402
-350
-2% -$122K 4.33% 6
2025
Q1 		$6.22M Buy
17,752
+42
+0.2% +$14.2K 5.36% 5
2024
Q4 		$5.6M Buy
+17,710
New +$5.33M 4.49% 9

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Berbice Capital Management's V Position: Q3 2026 in Review

Berbice Capital Management reduced its Visa (V) stake by 0.06% in Q3 2026, selling an estimated $3.65K and leaving 16,902 shares worth $6.07M. The position accounts for 3.02% of the portfolio, ranked #9.

Berbice Capital Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.22M in Q1 2025. 416 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Berbice Capital Management held 16,902 shares of Visa worth $6.07M as of Q3 2026.
  • Berbice Capital Management sold 10 Visa shares in Q3 2026, an estimated $3.65K.
  • Visa made up 3.02% of Berbice Capital Management's portfolio in Q3 2026, its #9 holding.
  • Berbice Capital Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Berbice Capital Management's Visa position peaked at $6.22M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.