Birnam Oak Advisors’s Visa V Stock Holding History

Birnam Oak Advisors’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	$686K	Hold	2,000	–	–	0.11%	34
2026 Q1	$604K	Buy	+2,000	New	+$643K	0.14%	30

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Birnam Oak Advisors's V Position: Q2 2026 in Review

Birnam Oak Advisors held its Visa (V) position steady in Q2 2026 at 2,000 shares worth $686K. The position accounts for 0.11% of the portfolio, ranked #34.

Birnam Oak Advisors first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Birnam Oak Advisors held 2,000 shares of Visa worth $686K as of Q2 2026.
Birnam Oak Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.11% of Birnam Oak Advisors's portfolio in Q2 2026, its #34 holding.
Birnam Oak Advisors first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.