GSEP
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Golden State Equity Partners’s Visa V Stock Holding History

Golden State Equity Partners’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
Q1 		$7.18M Buy
23,761
+10,808
+83% +$3.48M 0.54% 29
2025
Q4 		$4.54M Buy
12,953
+657
+5% +$224K 0.73% 19
2025
Q3 		$4.2M Buy
12,296
+121
+1% +$41.9K 0.71% 24
2025
Q2 		$4.32M Buy
12,175
+999
+9% +$348K 0.8% 22
2025
Q1 		$3.92M Sell
11,176
-268
-2% -$90.7K 0.78% 20
2024
Q4 		$3.62M Buy
11,444
+10,009
+697% +$3.01M 0.69% 27
2024
Q3 		$395K Sell
1,435
-10,101
-88% -$2.73M 0.21% 120
2024
Q2 		$3.03M Buy
+11,536
New +$3.16M 0.63% 29
2023
Q4 		$3.1M Buy
11,905
+3
+0% +$739 0.75% 27
2023
Q3 		$2.74M Buy
11,902
+575
+5% +$138K 0.76% 31
2023
Q2 		$2.69M Buy
11,327
+6,627
+141% +$1.52M 0.76% 29
2023
Q1 		$1.06M Buy
+4,700
New +$1.05M 0.57% 56
2022
Q1 		$685K Buy
3,088
+163
+6% +$35.3K 0.34% 81
2021
Q4 		$634K Sell
2,925
-968
-25% -$208K 0.32% 78
2021
Q3 		$867K Sell
3,893
-55
-1% -$12.9K 0.35% 66
2021
Q2 		$923K Buy
3,948
+1,556
+65% +$356K 0.36% 70
2021
Q1 		$506K Sell
2,392
-75
-3% -$15.8K 0.29% 89
2020
Q4 		$539K Buy
+2,467
New +$505K 0.37% 75

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

Golden State Equity Partners's V Position: Q1 2026 in Review

Golden State Equity Partners increased its Visa (V) stake by 83% in Q1 2026, buying an estimated $3.48M and bringing the position to 23,761 shares worth $7.18M. The position accounts for 0.54% of the portfolio, ranked #29.

Golden State Equity Partners first reported a position in V in Q4 2020 and has held it in 18 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Golden State Equity Partners held 23,761 shares of Visa worth $7.18M as of Q1 2026.
  • Golden State Equity Partners bought 10,808 Visa shares in Q1 2026, an estimated $3.48M.
  • Visa made up 0.54% of Golden State Equity Partners's portfolio in Q1 2026, its #29 holding.
  • Golden State Equity Partners first reported a position in Visa in Q4 2020 and has held it in 18 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.