BCM
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Boreal Capital Management’s Visa V Stock Holding History

Boreal 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 		$2.16M Sell
6,306
-146
-2% -$46.9K 1.61% 16
2026
Q1 		$1.95M Sell
6,452
-228
-3% -$73.3K 1.59% 14
2025
Q4 		$2.34M Buy
6,680
+1,274
+24% +$434K 1.77% 12
2025
Q3 		$1.85M Buy
5,406
+940
+21% +$325K 1.49% 13
2025
Q2 		$1.59M Buy
+4,466
New +$1.56M 1.31% 15

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

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

Boreal Capital Management reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $46.9K and leaving 6,306 shares worth $2.16M. The position accounts for 1.61% of the portfolio, ranked #16.

Boreal Capital Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.34M in Q4 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Boreal Capital Management held 6,306 shares of Visa worth $2.16M as of Q2 2026.
  • Boreal Capital Management sold 146 Visa shares in Q2 2026, an estimated $46.9K.
  • Visa made up 1.61% of Boreal Capital Management's portfolio in Q2 2026, its #16 holding.
  • Boreal Capital Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Visa position peaked at $2.34M in Q4 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.