Principal Securities’s Visa V Stock Holding History

Principal Securities’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	$24.3M	Buy	80,335 +5,450	+7%	+$1.75M	0.36%	50
2025 Q4	$26.3M	Sell	74,885 -2,978	-4%	-$1.01M	0.41%	47
2025 Q3	$26.6M	Buy	77,863 +2,546	+3%	+$881K	0.44%	44
2025 Q2	$26.7M	Buy	75,317 +6,048	+9%	+$2.11M	0.5%	39
2025 Q1	$21.9M	Buy	69,269 +310	+0.4%	+$105K	0.49%	42
2024 Q4	$21.8M	Buy	68,959 +3,659	+6%	+$1.1M	0.49%	42
2024 Q3	$18M	Buy	65,300 +5,787	+10%	+$1.56M	0.43%	45
2024 Q2	$15.6M	Buy	59,513 +6,772	+13%	+$1.86M	0.43%	45
2024 Q1	$14.7M	Buy	52,741 +3,951	+8%	+$1.09M	0.46%	40
2023 Q4	$12.7M	Buy	+48,790	New	+$12M	0.47%	40

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

Principal Securities's V Position: Q1 2026 in Review

Principal Securities increased its Visa (V) stake by 7.3% in Q1 2026, buying an estimated $1.75M and bringing the position to 80,335 shares worth $24.3M. The position accounts for 0.36% of the portfolio, ranked #50.

Principal Securities first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.7M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Principal Securities held 80,335 shares of Visa worth $24.3M as of Q1 2026.
Principal Securities bought 5,450 Visa shares in Q1 2026, an estimated $1.75M.
Visa made up 0.36% of Principal Securities's portfolio in Q1 2026, its #50 holding.
Principal Securities first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Visa position peaked at $26.7M in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.