PCS
V icon

Private Client Services’s Visa V Stock Holding History

Private Client Services’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 		$786K Buy
2,291
+96
+4% +$30.8K 0.21% 94
2026
Q1 		$664K Buy
2,195
+47
+2% +$15.1K 0.2% 93
2025
Q4 		$753K Buy
2,148
+4
+0.2% +$1.36K 0.24% 81
2025
Q3 		$732K Sell
2,144
-38
-2% -$13.2K 0.24% 77
2025
Q2 		$775K Buy
2,182
+364
+20% +$127K 0.3% 78
2025
Q1 		$637K Buy
1,818
+62
+4% +$21K 0.32% 74
2024
Q4 		$555K Sell
1,756
-33
-2% -$9.92K 0.3% 75
2024
Q3 		$492K Sell
1,789
-25
-1% -$6.76K 0.26% 79
2024
Q2 		$476K Buy
1,814
+145
+9% +$39.7K 0.3% 74
2024
Q1 		$466K Sell
1,669
-27
-2% -$7.45K 0.31% 72
2023
Q4 		$442K Buy
+1,696
New +$418K 0.36% 83

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM