BCM
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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Birch Capital Management's V Position: Q2 2026 in Review

Birch Capital Management held its Visa (V) position steady in Q2 2026 at 4,322 shares worth $1.48M. The position accounts for 0.72% of the portfolio, ranked #30.

Birch Capital Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q2 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Birch Capital Management held 4,322 shares of Visa worth $1.48M as of Q2 2026.
  • Birch Capital Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.72% of Birch Capital Management's portfolio in Q2 2026, its #30 holding.
  • Birch Capital Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Visa position peaked at $1.63M in Q2 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.