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Capstone Triton Financial Group’s Visa V Stock Holding History

Capstone Triton Financial Group’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 		$1.41M Buy
+4,103
New +$1.32M 0.81% 45
2026
Q1 		– Sell
-4,114
Closed -$1.44M – 114
2025
Q4 		$1.44M Buy
4,114
+73
+2% +$24.9K 0.96% 45
2025
Q3 		$1.38M Buy
4,041
+21
+0.5% +$7.27K 0.92% 41
2025
Q2 		$1.43M Buy
+4,020
New +$1.4M 1.04% 39
2024
Q4 		$1.31M Sell
4,151
-19
-0.5% -$5.71K 0.82% 43
2024
Q3 		$1.15M Buy
4,170
+436
+12% +$118K 0.73% 51
2024
Q2 		$980K Buy
3,734
+500
+15% +$137K 0.69% 53
2024
Q1 		$903K Buy
3,234
+1,070
+49% +$295K 0.64% 58
2023
Q4 		$563K Sell
2,164
-666
-24% -$164K 0.41% 66
2023
Q3 		$651K Buy
2,830
+256
+10% +$61.5K 0.48% 61
2023
Q2 		$611K Hold
2,574
– – 0.42% 68
2023
Q1 		$580K Buy
2,574
+1,005
+64% +$224K 0.44% 69
2022
Q4 		$326K Hold
1,569
– – 0.26% 77
2022
Q3 		$279K Sell
1,569
-48
-3% -$9.77K 0.24% 79
2022
Q2 		$350K Sell
1,617
-203
-11% -$42K 0.26% 77
2022
Q1 		$390K Sell
1,820
-1,000
-35% -$216K 0.27% 81
2021
Q4 		$614K Hold
2,820
– – 1.24% 41
2021
Q3 		$660K Sell
2,820
-46
-2% -$10.8K 0.4% 64
2021
Q2 		$670K Hold
2,866
– – 0.41% 55
2021
Q1 		$607K Sell
2,866
-130
-4% -$27.4K 0.4% 52
2020
Q4 		$655K Buy
+2,996
New +$613K 0.4% 50

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

Capstone Triton Financial Group's V Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Visa (V) in Q2 2026: 4,103 shares worth $1.41M. The stake represents 0.81% of the portfolio and ranks #45 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in V as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Capstone Triton Financial Group held 4,103 shares of Visa worth $1.41M as of Q2 2026.
  • Visa was a new Capstone Triton Financial Group position in Q2 2026.
  • Visa made up 0.81% of Capstone Triton Financial Group's portfolio in Q2 2026, its #45 holding.
  • Capstone Triton Financial Group first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • Capstone Triton Financial Group's Visa position peaked at $1.44M in Q4 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.