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
Q1 		– Sell
-3,000
Closed -$234K – 376
2016
Q4 		$234K Buy
+3,000
New +$241K 0.02% 315

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 $3.37T AUM 44.26% 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

Freestone Capital Holdings's V Position: Q2 2026 in Review

Freestone Capital Holdings increased its Visa (V) stake by 3.7% in Q2 2026, buying an estimated $797K and bringing the position to 70,368 shares worth $24.1M. The position accounts for 0.63% of the portfolio, ranked #28.

Freestone Capital Holdings first reported a position in V in Q2 2013 and has held it in 47 quarters since. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Freestone Capital Holdings held 70,368 shares of Visa worth $24.1M as of Q2 2026.
  • Freestone Capital Holdings bought 2,481 Visa shares in Q2 2026, an estimated $797K.
  • Visa made up 0.63% of Freestone Capital Holdings's portfolio in Q2 2026, its #28 holding.
  • Freestone Capital Holdings first reported a position in Visa in Q2 2013 and has held it in 47 quarters since.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.