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Pinnacle Financial Group’s Visa V Stock Holding History

Pinnacle Financial Group’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
-624
Closed -$219K – 116
2025
Q4 		$219K Sell
624
-23
-4% -$7.84K 0.06% 105
2025
Q3 		$221K Sell
647
-58
-8% -$20.1K 0.07% 102
2025
Q2 		$250K Buy
705
+53
+8% +$18.5K 0.08% 89
2025
Q1 		$229K Sell
652
-29
-4% -$9.81K 0.08% 83
2024
Q4 		$215K Buy
+681
New +$205K 0.08% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Pinnacle Financial Group's V Position: Q1 2026 in Review

Pinnacle Financial Group sold out of Visa (V) in Q1 2026, closing a stake of 624 shares — an estimated $219K sold.

Pinnacle Financial Group first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Pinnacle Financial Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Group sold 624 Visa shares in Q1 2026, an estimated $219K.
  • Pinnacle Financial Group first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Pinnacle Financial Group's Visa position peaked at $250K in Q2 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.