Broyhill Asset Management
V icon

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
Q3 		$577K Hold
1,606
– – 0.68% 30
2026
Q2 		$551K Sell
1,606
-2,970
-65% -$954K 0.49% 48
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Broyhill Asset Management's V Position: Q3 2026 in Review

Broyhill Asset Management held its Visa (V) position steady in Q3 2026 at 1,606 shares worth $577K. The position accounts for 0.68% of the portfolio, ranked #30.

Broyhill Asset Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2026. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Broyhill Asset Management held 1,606 shares of Visa worth $577K as of Q3 2026.
  • Broyhill Asset Management left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.68% of Broyhill Asset Management's portfolio in Q3 2026, its #30 holding.
  • Broyhill Asset Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Broyhill Asset Management's Visa position peaked at $1.53M in Q1 2026.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.