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Proficio Capital Partners’s Visa V Stock Holding History

Proficio Capital Partners’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 		$5.87M Buy
19,424
+42
+0.2% +$13.5K 0.31% 54
2025
Q4 		$6.8M Sell
19,382
-199
-1% -$67.8K 0.48% 41
2025
Q3 		$6.68M Sell
19,581
-7,989
-29% -$2.77M 0.46% 38
2025
Q2 		$9.79M Buy
27,570
+1,366
+5% +$476K 0.61% 34
2025
Q1 		$9.13M Sell
26,204
-56
-0.2% -$18.9K 0.71% 33
2024
Q4 		$8.3M Buy
26,260
+3,191
+14% +$960K 0.67% 27
2024
Q3 		$6.34M Sell
23,069
-3,427
-13% -$927K 0.63% 31
2024
Q2 		$6.95M Buy
26,496
+458
+2% +$126K 0.73% 24
2024
Q1 		$7.27M Buy
26,038
+178
+0.7% +$49.1K 0.8% 26
2023
Q4 		$6.73M Buy
25,860
+19
+0.1% +$4.68K 0.83% 23
2023
Q3 		$5.94M Buy
25,841
+202
+0.8% +$48.6K 0.79% 25
2023
Q2 		$6.09M Sell
25,639
-380
-1% -$87K 0.83% 21
2023
Q1 		$5.87M Sell
26,019
-215
-0.8% -$47.9K 0.93% 20
2022
Q4 		$5.45M Buy
26,234
+188
+0.7% +$37.9K 1.03% 16
2022
Q3 		$4.62M Sell
26,046
-62
-0.2% -$12.6K 0.85% 21
2022
Q2 		$5.14M Sell
26,108
-313
-1% -$64.7K 0.96% 22
2022
Q1 		$5.86M Buy
26,421
+248
+0.9% +$53.6K 0.88% 24
2021
Q4 		$5.67M Buy
26,173
+69
+0.3% +$14.8K 0.79% 26
2021
Q3 		$5.82M Sell
26,104
-556
-2% -$130K 0.77% 31
2021
Q2 		$6.23M Buy
26,660
+4,031
+18% +$922K 0.76% 31
2021
Q1 		$4.79M Buy
22,629
+2,718
+14% +$572K 0.62% 33
2020
Q4 		$4.36M Sell
19,911
-206
-1% -$42.2K 0.68% 32
2020
Q3 		$3.97M Sell
20,117
-968
-5% -$193K 0.7% 31
2020
Q2 		$3.93M Buy
21,085
+1,819
+9% +$332K 0.8% 28
2020
Q1 		$3.22M Buy
19,266
+2,060
+12% +$388K 0.81% 27
2019
Q4 		$3.23M Buy
17,206
+278
+2% +$50.1K 0.93% 24
2019
Q3 		$2.91M Sell
16,928
-2,263
-12% -$403K 1.09% 21
2019
Q2 		$3.33M Buy
19,191
+392
+2% +$64.2K 1.14% 17
2019
Q1 		$2.94M Buy
18,799
+883
+5% +$127K 1.05% 20
2018
Q4 		$2.36M Buy
17,916
+120
+0.7% +$16.6K 1.05% 23
2018
Q3 		$2.67M Sell
17,796
-131
-0.7% -$18.6K 0.88% 21
2018
Q2 		$2.37M Buy
17,927
+311
+2% +$40K 0.97% 26
2018
Q1 		$2.11M Sell
17,616
-2
-0% -$242 0.62% 26
2017
Q4 		$2.01M Hold
17,618
– – 0.65% 27
2017
Q3 		$1.85M Buy
17,618
+26
+0.1% +$2.64K 0.75% 29
2017
Q2 		$1.78M Sell
17,592
-290
-2% -$26.9K 0.74% 30
2017
Q1 		$1.7M Buy
17,882
+793
+5% +$68.2K 0.74% 34
2016
Q4 		$1.33M Buy
17,089
+255
+2% +$20.5K 0.57% 39
2016
Q3 		$1.39M Buy
16,834
+628
+4% +$50.3K 0.8% 34
2016
Q2 		$1.28M Buy
16,206
+4,352
+37% +$341K 0.8% 34
2016
Q1 		$907K Buy
11,854
+1,166
+11% +$84.7K 0.76% 39
2015
Q4 		$829K Buy
+10,688
New +$828K 0.81% 35

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Proficio Capital Partners's V Position: Q1 2026 in Review

Proficio Capital Partners increased its Visa (V) stake by 0.22% in Q1 2026, buying an estimated $13.5K and bringing the position to 19,424 shares worth $5.87M. The position accounts for 0.31% of the portfolio, ranked #54.

Proficio Capital Partners first reported a position in V in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.79M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Proficio Capital Partners held 19,424 shares of Visa worth $5.87M as of Q1 2026.
  • Proficio Capital Partners bought 42 Visa shares in Q1 2026, an estimated $13.5K.
  • Visa made up 0.31% of Proficio Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Proficio Capital Partners first reported a position in Visa in Q4 2015 and has held it in 42 quarters since.
  • Proficio Capital Partners's Visa position peaked at $9.79M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.