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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
Q2 		$30M Buy
87,371
+7,036
+9% +$2.26M 0.36% 51
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
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

Principal Securities's V Position: Q2 2026 in Review

Principal Securities increased its Visa (V) stake by 8.8% in Q2 2026, buying an estimated $2.26M and bringing the position to 87,371 shares worth $30M. The position accounts for 0.36% of the portfolio, ranked #51.

Principal Securities first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,572 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Principal Securities held 87,371 shares of Visa worth $30M as of Q2 2026.
  • Principal Securities bought 7,036 Visa shares in Q2 2026, an estimated $2.26M.
  • Visa made up 0.36% of Principal Securities's portfolio in Q2 2026, its #51 holding.
  • Principal Securities first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,572 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.