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Persium Advisors’s Visa V Stock Holding History

Persium 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
Q2 		$909K Buy
2,648
+333
+14% +$107K 0.59% 36
2026
Q1 		$700K Buy
2,315
+334
+17% +$107K 0.55% 42
2025
Q4 		$695K Buy
1,981
+131
+7% +$44.6K 0.5% 38
2025
Q3 		$632K Buy
1,850
+139
+8% +$48.1K 0.47% 42
2025
Q2 		$607K Buy
1,711
+61
+4% +$21.3K 0.5% 39
2025
Q1 		$578K Sell
1,650
-86
-5% -$29.1K 0.55% 31
2024
Q4 		$549K Buy
+1,736
New +$522K 0.54% 35

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

Persium Advisors's V Position: Q2 2026 in Review

Persium Advisors increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 2,648 shares worth $909K. The position accounts for 0.59% of the portfolio, ranked #36.

Persium Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Persium Advisors held 2,648 shares of Visa worth $909K as of Q2 2026.
  • Persium Advisors bought 333 Visa shares in Q2 2026, an estimated $107K.
  • Visa made up 0.59% of Persium Advisors's portfolio in Q2 2026, its #36 holding.
  • Persium Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.