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NorthRock Partners’s Visa V Stock Holding History

NorthRock 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
2024
Q3 		– Sell
-100
Closed -$26.2K – 874
2024
Q2 		$26.2K Hold
100
– – ﹤0.01% 705
2024
Q1 		$27.9K Hold
100
– – ﹤0.01% 689
2023
Q4 		$26K Buy
+100
New +$24.6K ﹤0.01% 646

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

NorthRock Partners's V Position: Q1 2026 in Review

NorthRock Partners increased its Visa (V) stake by 18% in Q1 2026, buying an estimated $1.47M and bringing the position to 30,491 shares worth $9.22M. The position accounts for 0.15% of the portfolio, ranked #89.

NorthRock Partners first reported a position in V in Q1 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q3 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • NorthRock Partners held 30,491 shares of Visa worth $9.22M as of Q1 2026.
  • NorthRock Partners bought 4,585 Visa shares in Q1 2026, an estimated $1.47M.
  • Visa made up 0.15% of NorthRock Partners's portfolio in Q1 2026, its #89 holding.
  • NorthRock Partners first reported a position in Visa in Q1 2019 and has held it in 28 quarters since.
  • NorthRock Partners's Visa position peaked at $14.4M in Q3 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.