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Berkshire Bank’s Visa V Stock Holding History

Berkshire Bank’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 		$6.36M Sell
18,541
-1,151
-6% -$370K 1.23% 21
2026
Q1 		$5.95M Sell
19,692
-662
-3% -$213K 1.22% 19
2025
Q4 		$7.14M Sell
20,354
-1,493
-7% -$509K 1.45% 15
2025
Q3 		$7.46M Sell
21,847
-914
-4% -$316K 1.61% 12
2025
Q2 		$8.08M Sell
22,761
-448
-2% -$156K 1.84% 11
2025
Q1 		$8.13M Sell
23,209
-654
-3% -$221K 1.98% 11
2024
Q4 		$7.54M Sell
23,863
-530
-2% -$159K 1.75% 12
2024
Q3 		$6.71M Sell
24,393
-722
-3% -$195K 1.57% 13
2024
Q2 		$6.59M Sell
25,115
-1,007
-4% -$276K 1.66% 11
2024
Q1 		$7.29M Sell
26,122
-1,629
-6% -$450K 1.81% 10
2023
Q4 		$7.22M Sell
27,751
-583
-2% -$144K 1.91% 9
2023
Q3 		$6.52M Sell
28,334
-2,748
-9% -$661K 1.88% 9
2023
Q2 		$7.38M Buy
31,082
+23
+0.1% +$5.26K 2.04% 8
2023
Q1 		$7M Sell
31,059
-1,020
-3% -$227K 2.08% 8
2022
Q4 		$6.66M Sell
32,079
-2,314
-7% -$467K 2.04% 9
2022
Q3 		$6.11M Buy
34,393
+2,606
+8% +$530K 1.87% 9
2022
Q2 		$6.26M Buy
31,787
+34
+0.1% +$7.03K 1.82% 10
2022
Q1 		$7.04M Buy
31,753
+67
+0.2% +$14.5K 1.67% 13
2021
Q4 		$6.87M Sell
31,686
-901
-3% -$193K 1.52% 19
2021
Q3 		$7.26M Sell
32,587
-572
-2% -$134K 1.77% 13
2021
Q2 		$7.75M Sell
33,159
-1,110
-3% -$254K 1.87% 10
2021
Q1 		$7.26M Sell
34,269
-1,216
-3% -$256K 1.82% 10
2020
Q4 		$7.76M Sell
35,485
-341
-1% -$69.8K 1.93% 10
2020
Q3 		$7.16M Buy
+35,826
New +$7.16M 1.9% 10

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berkshire Bank's V Position: Q2 2026 in Review

Berkshire Bank reduced its Visa (V) stake by 5.8% in Q2 2026, selling an estimated $370K and leaving 18,541 shares worth $6.36M. The position accounts for 1.23% of the portfolio, ranked #21.

Berkshire Bank first reported a position in V in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.13M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Berkshire Bank held 18,541 shares of Visa worth $6.36M as of Q2 2026.
  • Berkshire Bank sold 1,151 Visa shares in Q2 2026, an estimated $370K.
  • Visa made up 1.23% of Berkshire Bank's portfolio in Q2 2026, its #21 holding.
  • Berkshire Bank first reported a position in Visa in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Visa position peaked at $8.13M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.