BHPW
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Box Hill Private Wealth’s Visa V Stock Holding History

Box Hill Private Wealth’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
Q3 		$480K Sell
1,336
-77
-5% -$28.1K 0.35% 45
2026
Q2 		$485K Sell
1,413
-67
-5% -$21.5K 0.39% 40
2026
Q1 		$447K Sell
1,480
-132
-8% -$42.4K 0.44% 37
2025
Q4 		$565K Buy
+1,612
New +$549K 0.57% 33

Other funds holding V

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Box Hill Private Wealth's V Position: Q3 2026 in Review

Box Hill Private Wealth reduced its Visa (V) stake by 5.4% in Q3 2026, selling an estimated $28.1K and leaving 1,336 shares worth $480K. The position accounts for 0.35% of the portfolio, ranked #45.

Box Hill Private Wealth first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $565K in Q4 2025. 47 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Box Hill Private Wealth held 1,336 shares of Visa worth $480K as of Q3 2026.
  • Box Hill Private Wealth sold 77 Visa shares in Q3 2026, an estimated $28.1K.
  • Visa made up 0.35% of Box Hill Private Wealth's portfolio in Q3 2026, its #45 holding.
  • Box Hill Private Wealth first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's Visa position peaked at $565K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.