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Lion Street Advisors’s Visa V Stock Holding History

Lion Street Advisors’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
2025
Q3 		$852K Buy
4,023
+445
+12% +$154K 0.29% 68
2025
Q2 		$1.27M Buy
3,578
+63
+2% +$22K 0.39% 54
2025
Q1 		$1.23M Sell
3,515
-325
-8% -$110K 0.39% 52
2024
Q4 		$1.21M Sell
3,840
-128
-3% -$38.5K 0.39% 52
2024
Q3 		$1.09M Sell
3,968
-60
-1% -$16.2K 0.38% 54
2024
Q2 		$1.06M Sell
4,028
-71
-2% -$19.5K 0.39% 50
2024
Q1 		$1.07M Hold
4,099
– – 0.44% 41
2023
Q4 		$1.07M Buy
4,099
+72
+2% +$17.7K 0.44% 41
2023
Q3 		$927K Sell
4,027
-71
-2% -$17.1K 0.3% 63
2023
Q2 		$868K Buy
4,098
+927
+29% +$212K 0.29% 68
2023
Q1 		$715K Buy
3,171
+471
+17% +$105K 0.22% 83
2022
Q4 		$572K Buy
2,700
+313
+13% +$63.1K 0.3% 53
2022
Q3 		$423K Sell
2,387
-313
-12% -$63.7K 0.21% 69
2022
Q2 		$574K Sell
2,700
-116
-4% -$24K 0.3% 52
2022
Q1 		$625K Buy
2,816
+8
+0.3% +$1.73K 0.32% 46
2021
Q4 		$610K Buy
2,808
+158
+6% +$33.9K 0.3% 54
2021
Q3 		$590K Buy
+2,650
New +$621K 0.32% 49
2020
Q2 		– Sell
-284
Closed -$46K – 397
2020
Q1 		$46K Buy
+284
New +$53.5K 0.25% 53

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lion Street Advisors's V Position: Q3 2025 in Review

Lion Street Advisors increased its Visa (V) stake by 12% in Q3 2025, buying an estimated $154K and bringing the position to 4,023 shares worth $852K. The position accounts for 0.29% of the portfolio, ranked #68.

Lion Street Advisors first reported a position in V in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.27M in Q2 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Lion Street Advisors held 4,023 shares of Visa worth $852K as of Q3 2025.
  • Lion Street Advisors bought 445 Visa shares in Q3 2025, an estimated $154K.
  • Visa made up 0.29% of Lion Street Advisors's portfolio in Q3 2025, its #68 holding.
  • Lion Street Advisors first reported a position in Visa in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's Visa position peaked at $1.27M in Q2 2025.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.