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CSM Advisors’s Visa V Stock Holding History

CSM Advisors’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 		$18.6M Buy
61,502
+45,422
+282% +$14.6M 0.46% 56
2025
Q4 		$5.64M Buy
16,080
+2,742
+21% +$934K 0.15% 149
2025
Q3 		$4.55M Buy
13,338
+11,988
+888% +$4.15M 0.13% 187
2025
Q2 		$480K Buy
1,350
+25
+2% +$8.71K 0.01% 342
2025
Q1 		$466K Sell
1,325
-5
-0.4% -$1.69K 0.03% 108
2024
Q4 		$419K Buy
1,330
+316
+31% +$95K 0.02% 109
2024
Q3 		$277K Buy
1,014
+164
+19% +$44.3K 0.02% 116
2024
Q2 		$222K Sell
850
-45
-5% -$12.3K 0.02% 126
2024
Q1 		$251K Hold
895
– – 0.02% 132
2023
Q4 		$233K Hold
895
– – 0.02% 136
2023
Q3 		$205K Hold
895
– – 0.02% 134
2023
Q2 		$213K Sell
895
-45
-5% -$10.3K 0.02% 147
2023
Q1 		$212K Buy
+940
New +$209K 0.02% 141

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

CSM Advisors's V Position: Q1 2026 in Review

CSM Advisors increased its Visa (V) stake by 282% in Q1 2026, buying an estimated $14.6M and bringing the position to 61,502 shares worth $18.6M. The position accounts for 0.46% of the portfolio, ranked #56.

CSM Advisors first reported a position in V in Q1 2023 and has held it in 13 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • CSM Advisors held 61,502 shares of Visa worth $18.6M as of Q1 2026.
  • CSM Advisors bought 45,422 Visa shares in Q1 2026, an estimated $14.6M.
  • Visa made up 0.46% of CSM Advisors's portfolio in Q1 2026, its #56 holding.
  • CSM Advisors first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.