MBWA
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Marin Bay Wealth Advisors’s Visa V Stock Holding History

Marin Bay Wealth 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
2026
Q1 		$2.21M Sell
7,324
-212
-3% -$68.2K 1.33% 17
2025
Q4 		$2.64M Buy
+7,536
New +$2.57M 1.51% 16

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

Marin Bay Wealth Advisors's V Position: Q1 2026 in Review

Marin Bay Wealth Advisors reduced its Visa (V) stake by 2.8% in Q1 2026, selling an estimated $68.2K and leaving 7,324 shares worth $2.21M. The position accounts for 1.33% of the portfolio, ranked #17.

Marin Bay Wealth Advisors first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.64M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Marin Bay Wealth Advisors held 7,324 shares of Visa worth $2.21M as of Q1 2026.
  • Marin Bay Wealth Advisors sold 212 Visa shares in Q1 2026, an estimated $68.2K.
  • Visa made up 1.33% of Marin Bay Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Marin Bay Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Marin Bay Wealth Advisors's Visa position peaked at $2.64M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.