Birch Capital Management
V icon

Birch Capital Management’s Visa V Stock Holding History

Birch 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 		$1.57M Buy
4,359
+37
+0.9% +$13.5K 0.73% 31
2026
Q2 		$1.48M Hold
4,322
– – 0.72% 30
2026
Q1 		$1.31M Hold
4,322
– – 0.68% 35
2025
Q4 		$1.52M Sell
4,322
-268
-6% -$91.3K 0.76% 30
2025
Q3 		$1.57M Hold
4,590
– – 0.8% 30
2025
Q2 		$1.63M Hold
4,590
– – 0.83% 31
2025
Q1 		$1.61M Buy
4,590
+24
+0.5% +$8.12K 0.84% 34
2024
Q4 		$1.44M Sell
4,566
-143
-3% -$43K 0.73% 36
2024
Q3 		$1.29M Buy
4,709
+799
+20% +$216K 0.63% 39
2024
Q2 		$1.03M Buy
3,910
+677
+21% +$186K 0.53% 40
2024
Q1 		$902K Buy
3,233
+63
+2% +$17.4K 0.47% 45
2023
Q4 		$825K Sell
3,170
-332
-9% -$81.8K 0.47% 43
2023
Q3 		$805K Buy
3,502
+1,255
+56% +$302K 0.51% 43
2023
Q2 		$534K Hold
2,247
– – 0.32% 48
2023
Q1 		$507K Hold
2,247
– – 0.33% 49
2022
Q4 		$467K Hold
2,247
– – 0.32% 46
2022
Q3 		$399K Hold
2,247
– – 0.3% 43
2022
Q2 		$442K Hold
2,247
– – 0.32% 44
2022
Q1 		$498K Hold
2,247
– – 0.31% 48
2021
Q4 		$487K Hold
2,247
– – 0.29% 49
2021
Q3 		$501K Sell
2,247
-125
-5% -$29.3K 0.34% 47
2021
Q2 		$555K Hold
2,372
– – 0.38% 46
2021
Q1 		$502K Sell
2,372
-403
-15% -$84.8K 0.37% 46
2020
Q4 		$607K Buy
2,775
+20
+0.7% +$4.09K 0.46% 44
2020
Q3 		$551K Hold
2,755
– – 0.48% 40
2020
Q2 		$532K Buy
2,755
+352
+15% +$64.3K 0.5% 40
2020
Q1 		$387K Buy
2,403
+26
+1% +$4.9K 0.45% 44
2019
Q4 		$447K Buy
+2,377
New +$428K 0.44% 45

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Birch Capital Management increased its Visa (V) stake by 0.86% in Q3 2026, buying an estimated $13.5K and bringing the position to 4,359 shares worth $1.57M. The position accounts for 0.73% of the portfolio, ranked #31.

Birch Capital Management first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.63M in Q2 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Birch Capital Management held 4,359 shares of Visa worth $1.57M as of Q3 2026.
  • Birch Capital Management bought 37 Visa shares in Q3 2026, an estimated $13.5K.
  • Visa made up 0.73% of Birch Capital Management's portfolio in Q3 2026, its #31 holding.
  • Birch Capital Management first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's Visa position peaked at $1.63M in Q2 2025.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.