First Western Trust Bank’s Visa V Stock Holding History

First Western Trust Bank’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	$9.91M	Sell	28,885 -1,861	-6%	-$597K	0.48%	18
2026 Q1	$9.29M	Sell	30,746 -412	-1%	-$132K	0.47%	18
2025 Q4	$10.9M	Buy	31,158 +857	+3%	+$292K	0.54%	16
2025 Q3	$10.3M	Sell	30,301 -494	-2%	-$171K	0.48%	17
2025 Q2	$10.9M	Sell	30,795 -560	-2%	-$195K	0.49%	16
2025 Q1	$11M	Sell	31,355 -1,636	-5%	-$554K	0.53%	13
2024 Q4	$10.4M	Sell	32,991 -1,354	-4%	-$407K	0.48%	17
2024 Q3	$9.44M	Sell	34,345 -3,955	-10%	-$1.07M	0.42%	19
2024 Q2	$10.1M	Sell	38,300 -5,175	-12%	-$1.42M	0.48%	15
2024 Q1	$12.1M	Sell	43,475 -2,347	-5%	-$648K	0.55%	14
2023 Q4	$11.9M	Sell	45,822 -1,030	-2%	-$254K	0.59%	14
2023 Q3	$10.8M	Sell	46,852 -1,111	-2%	-$267K	0.58%	17
2023 Q2	$11.4M	Sell	47,963 -616	-1%	-$141K	0.56%	18
2023 Q1	$11M	Buy	48,579 +2,012	+4%	+$448K	0.57%	17
2022 Q4	$9.67M	Buy	46,567 +149	+0.3%	+$30K	0.56%	16
2022 Q3	$8.25M	Sell	46,418 -252	-0.5%	-$51.3K	0.55%	18
2022 Q2	$9.31M	Sell	46,670 -1,948	-4%	-$403K	0.62%	13
2022 Q1	$10.9M	Buy	+48,618	New	+$10.5M	0.56%	17

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Western Trust Bank's V Position: Q2 2026 in Review

First Western Trust Bank reduced its Visa (V) stake by 6.1% in Q2 2026, selling an estimated $597K and leaving 28,885 shares worth $9.91M. The position accounts for 0.48% of the portfolio, ranked #18.

First Western Trust Bank first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.1M in Q1 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

First Western Trust Bank held 28,885 shares of Visa worth $9.91M as of Q2 2026.
First Western Trust Bank sold 1,861 Visa shares in Q2 2026, an estimated $597K.
Visa made up 0.48% of First Western Trust Bank's portfolio in Q2 2026, its #18 holding.
First Western Trust Bank first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Visa position peaked at $12.1M in Q1 2024.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.