Frank Rimerman Advisors’s Visa V Stock Holding History

Frank Rimerman 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	$9.86M	Sell	28,750 -681	-2%	-$219K	0.56%	27
2026 Q1	$8.9M	Buy	29,431 +256	+0.9%	+$82.3K	0.58%	25
2025 Q4	$10.2M	Sell	29,175 -438	-1%	-$149K	0.65%	20
2025 Q3	$10.1M	Sell	29,613 -6	-0%	-$2.08K	0.65%	20
2025 Q2	$10.5M	Buy	29,619 +788	+3%	+$275K	0.71%	18
2025 Q1	$10.1M	Sell	28,831 -985	-3%	-$333K	0.8%	16
2024 Q4	$9.42M	Buy	29,816 +7,302	+32%	+$2.2M	0.68%	21
2024 Q3	$6.19M	Sell	22,514 -5,669	-20%	-$1.53M	0.44%	32
2024 Q2	$7.4M	Buy	28,183 +28,055	+21,918%	+$7.69M	0.52%	26
2024 Q1	$35.7K	Hold	128	–	–	0.01%	135
2023 Q4	$33.3K	Buy	+128	New	+$31.5K	0.01%	131
2022 Q2	–	Sell	-5,928	Closed	-$1.31M	–	128
2022 Q1	$1.31M	Hold	5,928	–	–	0.42%	32
2021 Q4	$1.28M	Buy	5,928 +474	+9%	+$102K	0.43%	34
2021 Q3	$1.21M	Buy	5,454 +2,779	+104%	+$652K	0.47%	31
2021 Q2	$625K	Hold	2,675	–	–	0.24%	41
2021 Q1	$566K	Sell	2,675 -690	-21%	-$145K	0.25%	42
2020 Q4	$736K	Buy	+3,365	New	+$689K	0.33%	38

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Frank Rimerman Advisors's V Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $219K and leaving 28,750 shares worth $9.86M. The position accounts for 0.56% of the portfolio, ranked #27.

Frank Rimerman Advisors first reported a position in V in Q4 2020 and has held it in 17 quarters since. The position peaked at $10.5M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Frank Rimerman Advisors held 28,750 shares of Visa worth $9.86M as of Q2 2026.
Frank Rimerman Advisors sold 681 Visa shares in Q2 2026, an estimated $219K.
Visa made up 0.56% of Frank Rimerman Advisors's portfolio in Q2 2026, its #27 holding.
Frank Rimerman Advisors first reported a position in Visa in Q4 2020 and has held it in 17 quarters since.
Frank Rimerman Advisors's Visa position peaked at $10.5M in Q2 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.