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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boreal Capital Management's V Position: Q1 2026 in Review

Boreal Capital Management reduced its Visa (V) stake by 3.4% in Q1 2026, selling an estimated $73.3K and leaving 6,452 shares worth $1.95M. The position accounts for 1.59% of the portfolio, ranked #14.

Boreal Capital Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Boreal Capital Management held 6,452 shares of Visa worth $1.95M as of Q1 2026.
  • Boreal Capital Management sold 228 Visa shares in Q1 2026, an estimated $73.3K.
  • Visa made up 1.59% of Boreal Capital Management's portfolio in Q1 2026, its #14 holding.
  • Boreal Capital Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Visa position peaked at $2.34M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.