FPWM
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FSB Premier Wealth Management’s Visa V Stock Holding History

FSB Premier Wealth Management’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 		$3.26M Buy
9,506
+1,040
+12% +$334K 0.92% 29
2026
Q1 		$2.56M Buy
8,466
+409
+5% +$132K 0.8% 34
2025
Q4 		$2.83M Buy
8,057
+14
+0.2% +$4.77K 0.9% 29
2025
Q3 		$2.75M Buy
8,043
+269
+3% +$93.1K 0.9% 30
2025
Q2 		$2.76M Buy
7,774
+665
+9% +$232K 0.99% 27
2025
Q1 		$2.49M Sell
7,109
-129
-2% -$43.7K 0.97% 27
2024
Q4 		$2.29M Buy
7,238
+579
+9% +$174K 0.92% 29
2024
Q3 		$1.83M Buy
6,659
+1,127
+20% +$305K 0.75% 34
2024
Q2 		$1.45M Buy
5,532
+1,484
+37% +$407K 0.66% 36
2024
Q1 		$1.13M Buy
4,048
+238
+6% +$65.7K 0.53% 43
2023
Q4 		$992K Buy
3,810
+601
+19% +$148K 0.5% 47
2023
Q3 		$738K Buy
3,209
+141
+5% +$33.9K 0.41% 53
2023
Q2 		$729K Sell
3,068
-17
-0.6% -$3.89K 0.4% 56
2023
Q1 		$696K Sell
3,085
-486
-14% -$108K 0.39% 54
2022
Q4 		$742K Sell
3,571
-318
-8% -$64.1K 0.41% 53
2022
Q3 		$690K Sell
3,889
-73
-2% -$14.9K 0.4% 51
2022
Q2 		$780K Sell
3,962
-117
-3% -$24.2K 0.43% 53
2022
Q1 		$900K Buy
4,079
+302
+8% +$65.3K 0.45% 50
2021
Q4 		$818K Buy
3,777
+607
+19% +$130K 0.34% 51
2021
Q3 		$706K Sell
3,170
-1
-0% -$234 0.35% 51
2021
Q2 		$741K Buy
3,171
+28
+0.9% +$6.4K 0.38% 44
2021
Q1 		$665K Buy
3,143
+439
+16% +$92.4K 0.36% 55
2020
Q4 		$591K Buy
+2,704
New +$553K 0.32% 62

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

FSB Premier Wealth Management's V Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $334K and bringing the position to 9,506 shares worth $3.26M. The position accounts for 0.92% of the portfolio, ranked #29.

FSB Premier Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • FSB Premier Wealth Management held 9,506 shares of Visa worth $3.26M as of Q2 2026.
  • FSB Premier Wealth Management bought 1,040 Visa shares in Q2 2026, an estimated $334K.
  • Visa made up 0.92% of FSB Premier Wealth Management's portfolio in Q2 2026, its #29 holding.
  • FSB Premier Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.