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Broyhill Asset Management’s Visa V Stock Holding History

Broyhill Asset 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 		$1.53M Buy
4,576
+1,606
+54% +$516K 1.41% 22
2025
Q4 		$1.04M Hold
2,970
– – 0.92% 32
2025
Q3 		$1.01M Hold
2,970
– – 0.89% 37
2025
Q2 		$1.05M Hold
2,970
– – 0.96% 33
2025
Q1 		$1.04M Sell
2,970
-198
-6% -$67K 0.85% 30
2024
Q4 		$1M Buy
+3,168
New +$953K 0.88% 29

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

Broyhill Asset Management's V Position: Q1 2026 in Review

Broyhill Asset Management increased its Visa (V) stake by 54% in Q1 2026, buying an estimated $516K and bringing the position to 4,576 shares worth $1.53M. The position accounts for 1.41% of the portfolio, ranked #22.

Broyhill Asset Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Broyhill Asset Management held 4,576 shares of Visa worth $1.53M as of Q1 2026.
  • Broyhill Asset Management bought 1,606 Visa shares in Q1 2026, an estimated $516K.
  • Visa made up 1.41% of Broyhill Asset Management's portfolio in Q1 2026, its #22 holding.
  • Broyhill Asset Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.