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Bernard Wealth Management’s Visa V Stock Holding History

Bernard Wealth 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
Q1 		$3.35M Sell
11,078
-772
-7% -$248K 1.43% 18
2025
Q4 		$4.16M Sell
11,850
-231
-2% -$78.7K 1.69% 17
2025
Q3 		$4.12M Buy
12,081
+93
+0.8% +$32.2K 1.72% 15
2025
Q2 		$4.26M Buy
11,988
+368
+3% +$128K 1.97% 12
2025
Q1 		$4.07M Buy
11,620
+1,377
+13% +$466K 1.99% 13
2024
Q4 		$3.24M Buy
+10,243
New +$3.08M 1.52% 15

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bernard Wealth Management's V Position: Q1 2026 in Review

Bernard Wealth Management reduced its Visa (V) stake by 6.5% in Q1 2026, selling an estimated $248K and leaving 11,078 shares worth $3.35M. The position accounts for 1.43% of the portfolio, ranked #18.

Bernard Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.26M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bernard Wealth Management held 11,078 shares of Visa worth $3.35M as of Q1 2026.
  • Bernard Wealth Management sold 772 Visa shares in Q1 2026, an estimated $248K.
  • Visa made up 1.43% of Bernard Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Bernard Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Visa position peaked at $4.26M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.