Gillson Capital’s Visa V Stock Holding History

Gillson Capital’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	$26.5M	Buy	+77,132	New	+$24.8M	1.56%	18
2026 Q1	–	Sell	-282,437	Closed	-$99.1M	–	98
2025 Q4	$99.1M	Buy	282,437 +144,737	+105%	+$49.3M	6.48%	1
2025 Q3	$47M	Buy	+137,700	New	+$47.7M	4.08%	5
2023 Q3	–	Sell	-160,463	Closed	-$38.1M	–	117
2023 Q2	$38.1M	Sell	160,463 -34,464	-18%	-$7.89M	3.36%	4
2023 Q1	$43.9M	Buy	194,927 +43,642	+29%	+$9.71M	3.64%	3
2022 Q4	$31.4M	Buy	+151,285	New	+$30.5M	2.38%	11
2022 Q3	–	Sell	-34,727	Closed	-$6.84M	–	186
2022 Q2	$6.84M	Buy	+34,727	New	+$7.18M	0.66%	46
2019 Q1	–	Sell	-20,813	Closed	-$2.75M	–	65
2018 Q4	$2.75M	Buy	+20,813	New	+$2.87M	0.37%	46

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

Gillson Capital's V Position: Q2 2026 in Review

Gillson Capital opened a new position in Visa (V) in Q2 2026: 77,132 shares worth $26.5M. The stake represents 1.56% of the portfolio and ranks #18 among its holdings. This is a return to the name: Gillson Capital previously reported a position in V as recently as Q4 2025.

Gillson Capital first reported a position in V in Q4 2018 and has held it in 8 quarters since. The position peaked at $99.1M in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

Gillson Capital held 77,132 shares of Visa worth $26.5M as of Q2 2026.
Visa was a new Gillson Capital position in Q2 2026.
Visa made up 1.56% of Gillson Capital's portfolio in Q2 2026, its #18 holding.
Gillson Capital first reported a position in Visa in Q4 2018 and has held it in 8 quarters since.
Gillson Capital's Visa position peaked at $99.1M in Q4 2025.
4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.