Perbak Capital Partners’s Visa V Stock Holding History

Perbak Capital 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
2026 Q1	–	Sell	-898	Closed	-$315K	–	389
2025 Q4	$315K	Sell	898 -2,447	-73%	-$834K	0.1%	130
2025 Q3	$1.14M	Buy	+3,345	New	+$1.16M	0.2%	105

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Perbak Capital Partners's V Position: Q1 2026 in Review

Perbak Capital Partners sold out of Visa (V) in Q1 2026, closing a stake of 898 shares — an estimated $315K sold.

Perbak Capital Partners first reported a position in V in Q3 2025 and held it in 2 quarters. The position peaked at $1.14M in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Perbak Capital Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Perbak Capital Partners sold 898 Visa shares in Q1 2026, an estimated $315K.
Perbak Capital Partners first reported a position in Visa in Q3 2025 and held it in 2 quarters.
Perbak Capital Partners's Visa position peaked at $1.14M in Q3 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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