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Birchwood Financial Partners’s Visa V Stock Holding History

Birchwood Financial Partners’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 		$68.3K Sell
199
-1
-0.5% -$321 0.06% 147
2026
Q1 		$60.5K Hold
200
– – 0.06% 146
2025
Q4 		$70.2K Buy
+200
New +$68.1K 0.07% 135

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Birchwood Financial Partners's V Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Visa (V) stake by 0.5% in Q2 2026, selling an estimated $321 and leaving 199 shares worth $68.3K. The position accounts for 0.06% of the portfolio, ranked #147.

Birchwood Financial Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $70.2K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Birchwood Financial Partners held 199 shares of Visa worth $68.3K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.06% of Birchwood Financial Partners's portfolio in Q2 2026, its #147 holding.
  • Birchwood Financial Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Visa position peaked at $70.2K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.