Pinion Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Sell |
5,381
-124
| -2% | -$39.9K | 0.38% | 45 |
|
|
2025
Q4 | $1.93M | Buy |
5,505
+68
| +1% | +$23.2K | 0.47% | 39 |
|
|
2025
Q3 | $1.89M | Sell |
5,437
-976
| -15% | -$338K | 0.52% | 36 |
|
|
2025
Q2 | $2.28M | Sell |
6,413
-46
| -0.7% | -$16K | 0.78% | 27 |
|
|
2025
Q1 | $2.26M | Sell |
6,459
-170
| -3% | -$57.5K | 0.5% | 35 |
|
|
2024
Q4 | $2.1M | Sell |
6,629
-41
| -0.6% | -$12.3K | 0.83% | 25 |
|
|
2024
Q3 | $1.83M | Buy |
6,670
+996
| +18% | +$269K | 0.77% | 25 |
|
|
2024
Q2 | $1.49M | Buy |
5,674
+128
| +2% | +$35.1K | 0.74% | 23 |
|
|
2024
Q1 | $1.55M | Buy |
5,546
+1,626
| +41% | +$449K | 0.8% | 22 |
|
|
2023
Q4 | $1.02M | Sell |
3,920
-566
| -13% | -$140K | 0.61% | 32 |
|
|
2023
Q3 | $1.03M | Buy |
4,486
+184
| +4% | +$44.2K | 0.67% | 28 |
|
|
2023
Q2 | $1.02M | Buy |
4,302
+1,124
| +35% | +$257K | 0.69% | 29 |
|
|
2023
Q1 | $716K | Sell |
3,178
-1,427
| -31% | -$318K | 0.67% | 33 |
|
|
2022
Q4 | $957K | Sell |
4,605
-1,711
| -27% | -$345K | 0.9% | 23 |
|
|
2022
Q3 | $1.12M | Sell |
6,316
-759
| -11% | -$154K | 0.98% | 18 |
|
|
2022
Q2 | $1.39M | Sell |
7,075
-36
| -0.5% | -$7.44K | 1.16% | 12 |
|
|
2022
Q1 | $1.58M | Buy |
7,111
+443
| +7% | +$95.8K | 1.09% | 13 |
|
|
2021
Q4 | $1.45M | Buy |
6,668
+248
| +4% | +$53.2K | 0.97% | 19 |
|
|
2021
Q3 | $1.43M | Buy |
6,420
+106
| +2% | +$24.9K | 1.15% | 16 |
|
|
2021
Q2 | $1.48M | Buy |
6,314
+63
| +1% | +$14.4K | 1.19% | 14 |
|
|
2021
Q1 | $1.32M | Buy |
6,251
+1,173
| +23% | +$247K | 1.22% | 12 |
|
|
2020
Q4 | $1.11M | Buy |
5,078
+350
| +7% | +$71.6K | 1.17% | 13 |
|
|
2020
Q3 | $913K | Hold |
4,728
| – | – | 1.38% | 13 |
|
|
2020
Q2 | $913K | Buy |
4,728
+335
| +8% | +$61.2K | 1.38% | 13 |
|
|
2020
Q1 | $708K | Buy |
4,393
+466
| +12% | +$87.8K | 1.52% | 12 |
|
|
2019
Q4 | $738K | Buy |
3,927
+64
| +2% | +$11.5K | 1.37% | 13 |
|
|
2019
Q3 | $664K | Buy |
3,863
+70
| +2% | +$12.5K | 1.36% | 11 |
|
|
2019
Q2 | $658K | Sell |
3,793
-1,241
| -25% | -$203K | 1.41% | 8 |
|
|
2019
Q1 | $786K | Buy |
5,034
+128
| +3% | +$18.4K | 1.37% | 10 |
|
|
2018
Q4 | $647K | Buy |
4,906
+620
| +14% | +$85.6K | 1.36% | 13 |
|
|
2018
Q3 | $643K | Buy |
4,286
+205
| +5% | +$29.2K | 1.23% | 22 |
|
|
2018
Q2 | $541K | Buy |
4,081
+145
| +4% | +$18.7K | 1.05% | 32 |
|
|
2018
Q1 | $471K | Buy |
+3,936
| New | +$477K | 1.01% | 39 |
|
Other funds holding V
VCM
VPM
Pinion Investment Advisors's V Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Visa (V) stake by 2.3% in Q1 2026, selling an estimated $39.9K and leaving 5,381 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #45.
Pinion Investment Advisors first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.28M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Pinion Investment Advisors held 5,381 shares of Visa worth $1.63M as of Q1 2026.
- Pinion Investment Advisors sold 124 Visa shares in Q1 2026, an estimated $39.9K.
- Visa made up 0.38% of Pinion Investment Advisors's portfolio in Q1 2026, its #45 holding.
- Pinion Investment Advisors first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Visa position peaked at $2.28M in Q2 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.