BC
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Broadwater Capital’s Visa V Stock Holding History

Broadwater Capital’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 		$13.7K Hold
40
– – 0.01% 145
2026
Q1 		$14K Hold
40
– – 0.01% 146
2025
Q4 		$14K Hold
40
– – 0.01% 146
2025
Q3 		$13.7K Sell
40
-14,162
-100% -$4.9M 0.01% 150
2025
Q2 		$14.2K Buy
14,202
+14,162
+35,405% +$4.94M 0.01% 147
2025
Q1 		$14K Hold
40
– – 0.01% 145
2024
Q4 		$12.6K Hold
40
– – 0.01% 159
2024
Q3 		$11K Hold
40
– – 0.01% 170
2024
Q2 		$10.5K Hold
40
– – 0.01% 169
2024
Q1 		$11.2K Hold
40
– – 0.01% 168
2023
Q4 		$10.4K Buy
+40
New +$9.86K 0.01% 167

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

Broadwater Capital's V Position: Q2 2026 in Review

Broadwater Capital held its Visa (V) position steady in Q2 2026 at 40 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #145.

Broadwater Capital first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Broadwater Capital held 40 shares of Visa worth $13.7K as of Q2 2026.
  • Broadwater Capital left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #145 holding.
  • Broadwater Capital first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Visa position peaked at $14.2K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.