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Pinney & Scofield’s Visa V Stock Holding History

Pinney & Scofield’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 		$202K Hold
589
– – 0.1% 57
2026
Q1 		$178K Hold
589
– – 0.1% 61
2025
Q4 		$207K Sell
589
-8
-1% -$2.73K 0.12% 51
2025
Q3 		$204K Hold
597
– – 0.13% 51
2025
Q2 		$212K Buy
597
+23
+4% +$8.02K 0.14% 50
2025
Q1 		$201K Hold
574
– – 0.15% 49
2024
Q4 		$181K Buy
+574
New +$173K 0.14% 52

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

Pinney & Scofield's V Position: Q2 2026 in Review

Pinney & Scofield held its Visa (V) position steady in Q2 2026 at 589 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #57.

Pinney & Scofield first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $212K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pinney & Scofield held 589 shares of Visa worth $202K as of Q2 2026.
  • Pinney & Scofield left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.1% of Pinney & Scofield's portfolio in Q2 2026, its #57 holding.
  • Pinney & Scofield first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Visa position peaked at $212K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.