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Parcion Private Wealth’s Visa V Stock Holding History

Parcion Private Wealth’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 		$1.59M Buy
4,644
+1,028
+28% +$330K 0.09% 131
2026
Q1 		$1.09M Buy
3,616
+316
+10% +$102K 0.07% 150
2025
Q4 		$1.16M Buy
3,300
+858
+35% +$292K 0.07% 133
2025
Q3 		$834K Buy
2,442
+283
+13% +$97.9K 0.05% 147
2025
Q2 		$767K Buy
2,159
+48
+2% +$16.7K 0.05% 140
2025
Q1 		$740K Buy
2,111
+300
+17% +$102K 0.06% 138
2024
Q4 		$572K Hold
1,811
– – 0.04% 154
2024
Q3 		$498K Hold
1,811
– – 0.04% 155
2024
Q2 		$475K Sell
1,811
-18
-1% -$4.93K 0.04% 141
2024
Q1 		$510K Hold
1,829
– – 0.04% 138
2023
Q4 		$476K Sell
1,829
-146
-7% -$36K 0.04% 139
2023
Q3 		$454K Buy
1,975
+182
+10% +$43.7K 0.05% 142
2023
Q2 		$426K Hold
1,793
– – 0.04% 139
2023
Q1 		$404K Buy
1,793
+685
+62% +$152K 0.04% 145
2022
Q4 		$230K Buy
+1,108
New +$223K 0.03% 181
2021
Q4 		– Sell
-1,513
Closed -$348K – 205
2021
Q3 		$348K Buy
1,513
+150
+11% +$35.2K 0.03% 164
2021
Q2 		$319K Buy
1,363
+376
+38% +$86K 0.03% 161
2021
Q1 		$209K Hold
987
– – 0.02% 187
2020
Q4 		$216K Buy
+987
New +$202K 0.03% 176

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Parcion Private Wealth's V Position: Q2 2026 in Review

Parcion Private Wealth increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $330K and bringing the position to 4,644 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #131.

Parcion Private Wealth first reported a position in V in Q4 2020 and has held it in 19 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Parcion Private Wealth held 4,644 shares of Visa worth $1.59M as of Q2 2026.
  • Parcion Private Wealth bought 1,028 Visa shares in Q2 2026, an estimated $330K.
  • Visa made up 0.09% of Parcion Private Wealth's portfolio in Q2 2026, its #131 holding.
  • Parcion Private Wealth first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.