FCH
V icon

Freestone Capital Holdings’s Visa V Stock Holding History

Freestone Capital Holdings’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
2017
Q4 		– Sell
-1,500
Closed -$158K – 358
2017
Q3 		$158K Buy
+1,500
New +$152K 0.01% 326

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

Freestone Capital Holdings's V Position: Q1 2026 in Review

Freestone Capital Holdings increased its Visa (V) stake by 4.2% in Q1 2026, buying an estimated $870K and bringing the position to 67,887 shares worth $20.5M. The position accounts for 0.62% of the portfolio, ranked #28.

Freestone Capital Holdings first reported a position in V in Q2 2013 and has held it in 46 quarters since. The position peaked at $24.1M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Freestone Capital Holdings held 67,887 shares of Visa worth $20.5M as of Q1 2026.
  • Freestone Capital Holdings bought 2,707 Visa shares in Q1 2026, an estimated $870K.
  • Visa made up 0.62% of Freestone Capital Holdings's portfolio in Q1 2026, its #28 holding.
  • Freestone Capital Holdings first reported a position in Visa in Q2 2013 and has held it in 46 quarters since.
  • Freestone Capital Holdings's Visa position peaked at $24.1M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.