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Coleford Investment Management’s Visa V Stock Holding History

Coleford Investment 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
Q2 		$24M Sell
70,083
-1,486
-2% -$477K 5.24% 7
2026
Q1 		$21.6M Buy
71,569
+1,105
+2% +$355K 5.3% 8
2025
Q4 		$24.7M Sell
70,464
-1,605
-2% -$547K 6.01% 6
2025
Q3 		$24.6M Sell
72,069
-898
-1% -$311K 5.91% 7
2025
Q2 		$25.9M Sell
72,967
-495
-0.7% -$173K 6.69% 7
2025
Q1 		$25.7M Sell
73,462
-1,373
-2% -$465K 7.22% 3
2024
Q4 		$23.7M Buy
+74,835
New +$22.5M 6.24% 7

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

Coleford Investment Management's V Position: Q2 2026 in Review

Coleford Investment Management reduced its Visa (V) stake by 2.1% in Q2 2026, selling an estimated $477K and leaving 70,083 shares worth $24M. The position accounts for 5.24% of the portfolio, ranked #7.

Coleford Investment Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.9M in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Coleford Investment Management held 70,083 shares of Visa worth $24M as of Q2 2026.
  • Coleford Investment Management sold 1,486 Visa shares in Q2 2026, an estimated $477K.
  • Visa made up 5.24% of Coleford Investment Management's portfolio in Q2 2026, its #7 holding.
  • Coleford Investment Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Coleford Investment Management's Visa position peaked at $25.9M in Q2 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Coleford Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.