CSM Advisors
V icon

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
Q2 		$20.3M Sell
59,073
-2,429
-4% -$780K 0.43% 55
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 $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 $3.38T AUM 44.17% 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

CSM Advisors's V Position: Q2 2026 in Review

CSM Advisors reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $780K and leaving 59,073 shares worth $20.3M. The position accounts for 0.43% of the portfolio, ranked #55.

CSM Advisors first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CSM Advisors held 59,073 shares of Visa worth $20.3M as of Q2 2026.
  • CSM Advisors sold 2,429 Visa shares in Q2 2026, an estimated $780K.
  • Visa made up 0.43% of CSM Advisors's portfolio in Q2 2026, its #55 holding.
  • CSM Advisors first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.