Private Capital Management (Florida)’s Visa V Stock Holding History

Private Capital Management (Florida)’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	$216K	Sell	715 -8	-1%	-$2.57K	0.02%	189
2025 Q4	$254K	Sell	723 -11	-1%	-$3.75K	0.02%	164
2025 Q3	$251K	Sell	734 -7	-0.9%	-$2.42K	0.02%	144
2025 Q2	$263K	Hold	741	–	–	0.03%	142
2025 Q1	$260K	Sell	741 -6	-0.8%	-$2.03K	0.03%	130
2024 Q4	$236K	Sell	747 -8	-1%	-$2.41K	0.02%	129
2024 Q3	$207K	Sell	755 -1,617	-68%	-$437K	0.02%	131
2024 Q2	$623K	Buy	2,372 +3	+0.1%	+$822	0.07%	81
2024 Q1	$661K	Hold	2,369	–	–	0.07%	81
2023 Q4	$617K	Hold	2,369	–	–	0.07%	91
2023 Q3	$545K	Sell	2,369 -20	-0.8%	-$4.81K	0.06%	94
2023 Q2	$567K	Buy	2,389 +548	+30%	+$125K	0.07%	84
2023 Q1	$415K	Hold	1,841	–	–	0.05%	94
2022 Q4	$383K	Sell	1,841 -52	-3%	-$10.5K	0.05%	77
2022 Q3	$336K	Hold	1,893	–	–	0.05%	94
2022 Q2	$373K	Buy	1,893 +178	+10%	+$36.8K	0.06%	79
2022 Q1	$380K	Buy	+1,715	New	+$371K	0.06%	72

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

Private Capital Management (Florida)'s V Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its Visa (V) stake by 1.1% in Q1 2026, selling an estimated $2.57K and leaving 715 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #189.

Private Capital Management (Florida) first reported a position in V in Q1 2022 and has held it in 17 quarters since. The position peaked at $661K in Q1 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Private Capital Management (Florida) held 715 shares of Visa worth $216K as of Q1 2026.
Private Capital Management (Florida) sold 8 Visa shares in Q1 2026, an estimated $2.57K.
Visa made up 0.02% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #189 holding.
Private Capital Management (Florida) first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
Private Capital Management (Florida)'s Visa position peaked at $661K in Q1 2024.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.