Picton Mahoney Asset Management’s Visa V Stock Holding History

Picton Mahoney 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	$21.7M	Buy	71,745 +19,347	+37%	+$6.22M	0.16%	108
2025 Q4	$18.4M	Buy	+52,398	New	+$17.9M	0.14%	127
2016 Q1	–	Sell	-153,000	Closed	-$11.9M	–	364
2015 Q4	$11.9M	Sell	153,000 -202,800	-57%	-$15.7M	0.71%	55
2015 Q3	$24.8M	Buy	355,800 +193,300	+119%	+$13.8M	1.44%	15
2015 Q2	$10.9M	Buy	162,500 +51,300	+46%	+$3.48M	0.54%	70
2015 Q1	$7.27M	Sell	111,200 -8,400	-7%	-$555K	0.28%	94
2014 Q4	$7.84M	Buy	+119,600	New	+$7.2M	0.37%	90

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

Picton Mahoney Asset Management's V Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Visa (V) stake by 37% in Q1 2026, buying an estimated $6.22M and bringing the position to 71,745 shares worth $21.7M. The position accounts for 0.16% of the portfolio, ranked #108.

Picton Mahoney Asset Management first reported a position in V in Q4 2014 and has held it in 7 quarters since. The position peaked at $24.8M in Q3 2015. 4,455 funds tracked by Wall St. Rank hold V as of Q1 2026.

Picton Mahoney Asset Management held 71,745 shares of Visa worth $21.7M as of Q1 2026.
Picton Mahoney Asset Management bought 19,347 Visa shares in Q1 2026, an estimated $6.22M.
Visa made up 0.16% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #108 holding.
Picton Mahoney Asset Management first reported a position in Visa in Q4 2014 and has held it in 7 quarters since.
Picton Mahoney Asset Management's Visa position peaked at $24.8M in Q3 2015.
4,455 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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