PAM
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Peak Asset Management’s Visa V Stock Holding History

Peak Asset Management’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 		$16.5M Buy
54,700
+686
+1% +$221K 2.92% 12
2025
Q4 		$18.9M Buy
54,014
+20
+0% +$6.81K 3.22% 8
2025
Q3 		$18.4M Buy
53,994
+305
+0.6% +$106K 3.22% 8
2025
Q2 		$19.1M Sell
53,689
-588
-1% -$205K 3.49% 9
2025
Q1 		$19M Sell
54,277
-2,786
-5% -$943K 3.62% 6
2024
Q4 		$18M Sell
57,063
-307
-0.5% -$92.3K 3.34% 7
2024
Q3 		$15.8M Sell
57,370
-2,233
-4% -$604K 2.97% 11
2024
Q2 		$15.6M Sell
59,603
-166
-0.3% -$45.5K 3.06% 8
2024
Q1 		$16.7M Buy
59,769
+19
+0% +$5.25K 3.3% 8
2023
Q4 		$15.6M Sell
59,750
-548
-0.9% -$135K 3.42% 7
2023
Q3 		$13.9M Sell
60,298
-484
-0.8% -$116K 3.35% 6
2023
Q2 		$14.4M Sell
60,782
-75
-0.1% -$17.2K 3.34% 6
2023
Q1 		$13.7M Sell
60,857
-138
-0.2% -$30.7K 3.35% 7
2022
Q4 		$12.7M Sell
60,995
-470
-0.8% -$94.8K 3.3% 8
2022
Q3 		$10.9M Buy
61,465
+2,211
+4% +$450K 3.11% 7
2022
Q2 		$11.7M Sell
59,254
-67
-0.1% -$13.8K 3.19% 7
2022
Q1 		$13.2M Buy
59,321
+694
+1% +$150K 3.06% 8
2021
Q4 		$12.7M Buy
58,627
+717
+1% +$154K 2.93% 11
2021
Q3 		$12.9M Buy
57,910
+1,788
+3% +$419K 3.18% 8
2021
Q2 		$13.1M Sell
56,122
-2,822
-5% -$645K 3.26% 6
2021
Q1 		$12.5M Buy
58,944
+237
+0.4% +$49.9K 3.01% 8
2020
Q4 		$12.8M Sell
58,707
-658
-1% -$135K 3.36% 6
2020
Q3 		$11.9M Sell
59,365
-2,654
-4% -$530K 3.54% 5
2020
Q2 		$12M Sell
62,019
-336
-0.5% -$61.4K 3.82% 4
2020
Q1 		$10M Sell
62,355
-3,260
-5% -$614K 3.87% 4
2019
Q4 		$12.3M Sell
65,615
-1,098
-2% -$198K 3.73% 7
2019
Q3 		$11.5M Sell
66,713
-1,528
-2% -$272K 3.75% 7
2019
Q2 		$11.8M Sell
68,241
-1,251
-2% -$205K 3.87% 7
2019
Q1 		$10.9M Sell
69,492
-3,129
-4% -$451K 3.69% 7
2018
Q4 		$9.58M Sell
72,621
-426
-0.6% -$58.8K 3.59% 7
2018
Q3 		$11M Sell
73,047
-957
-1% -$136K 3.7% 5
2018
Q2 		$9.8M Sell
74,004
-305
-0.4% -$39.3K 3.56% 7
2018
Q1 		$8.89M Sell
74,309
-2,310
-3% -$280K 3.27% 8
2017
Q4 		$8.74M Sell
76,619
-6,774
-8% -$748K 3.19% 7
2017
Q3 		$8.78M Sell
83,393
-524
-0.6% -$53.1K 3.14% 8
2017
Q2 		$7.87M Sell
83,917
-485
-0.6% -$45K 2.92% 9
2017
Q1 		$7.5M Sell
84,402
-72
-0.1% -$6.19K 2.84% 9
2016
Q4 		$6.59M Buy
84,474
+3,709
+5% +$298K 2.64% 11
2016
Q3 		$6.68M Sell
80,765
-379
-0.5% -$30.3K 2.81% 9
2016
Q2 		$6.02M Sell
81,144
-348
-0.4% -$27.2K 2.66% 10
2016
Q1 		$6.23M Buy
81,492
+1,685
+2% +$122K 2.96% 9
2015
Q4 		$6.19M Buy
79,807
+721
+0.9% +$55.9K 3.04% 9
2015
Q3 		$5.51M Sell
79,086
-341
-0.4% -$24.3K 2.94% 9
2015
Q2 		$5.33M Buy
79,427
+3,302
+4% +$224K 2.8% 10
2015
Q1 		$4.98M Buy
76,125
+1,325
+2% +$87.6K 2.47% 12
2014
Q4 		$4.9M Buy
+74,800
New +$4.5M 2.58% 13

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

Peak Asset Management's V Position: Q1 2026 in Review

Peak Asset Management increased its Visa (V) stake by 1.3% in Q1 2026, buying an estimated $221K and bringing the position to 54,700 shares worth $16.5M. The position accounts for 2.92% of the portfolio, ranked #12.

Peak Asset Management first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.1M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Peak Asset Management held 54,700 shares of Visa worth $16.5M as of Q1 2026.
  • Peak Asset Management bought 686 Visa shares in Q1 2026, an estimated $221K.
  • Visa made up 2.92% of Peak Asset Management's portfolio in Q1 2026, its #12 holding.
  • Peak Asset Management first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
  • Peak Asset Management's Visa position peaked at $19.1M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.