PMA
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Prudent Man Advisors’s Visa V Stock Holding History

Prudent Man Advisors’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 		$2.26M Buy
7,470
+2,625
+54% +$844K 0.68% 38
2025
Q4 		$1.7M Sell
4,845
-141
-3% -$48K 0.62% 34
2025
Q3 		$1.7M Sell
4,986
-575
-10% -$199K 0.63% 33
2025
Q2 		$1.97M Buy
5,561
+1,360
+32% +$474K 0.63% 31
2025
Q1 		$1.47M Buy
4,201
+55
+1% +$18.6K 0.53% 33
2024
Q4 		$1.31M Sell
4,146
-241
-5% -$72.5K 0.48% 40
2024
Q3 		$1.21M Sell
4,387
-227
-5% -$61.4K 0.4% 60
2024
Q2 		$1.21M Buy
4,614
+196
+4% +$53.7K 0.43% 50
2024
Q1 		$1.23M Sell
4,418
-214
-5% -$59.1K 0.46% 44
2023
Q4 		$1.21M Sell
4,632
-48
-1% -$11.8K 0.45% 48
2023
Q3 		$1.08M Sell
4,680
-195
-4% -$46.9K 0.43% 52
2023
Q2 		$1.16M Sell
4,875
-47
-1% -$10.8K 0.44% 45
2023
Q1 		$1.11M Sell
4,922
-9
-0.2% -$2K 0.43% 49
2022
Q4 		$1.02M Buy
4,931
+1,409
+40% +$284K 0.41% 52
2022
Q3 		$626K Sell
3,522
-18
-0.5% -$3.66K 0.3% 71
2022
Q2 		$697K Sell
3,540
-68
-2% -$14.1K 0.33% 56
2022
Q1 		$800K Sell
3,608
-133
-4% -$28.8K 0.32% 59
2021
Q4 		$811K Sell
3,741
-9
-0.2% -$1.93K 0.31% 58
2021
Q3 		$835K Sell
3,750
-29
-0.8% -$6.8K 0.32% 59
2021
Q2 		$884K Buy
3,779
+520
+16% +$119K 0.34% 59
2021
Q1 		$690K Buy
3,259
+68
+2% +$14.3K 0.29% 73
2020
Q4 		$698K Sell
3,191
-110
-3% -$22.5K 0.29% 63
2020
Q3 		$660K Buy
3,301
+169
+5% +$33.8K 0.35% 64
2020
Q2 		$605K Buy
+3,132
New +$572K 0.54% 54

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

Prudent Man Advisors's V Position: Q1 2026 in Review

Prudent Man Advisors increased its Visa (V) stake by 54% in Q1 2026, buying an estimated $844K and bringing the position to 7,470 shares worth $2.26M. The position accounts for 0.68% of the portfolio, ranked #38.

Prudent Man Advisors first reported a position in V in Q2 2020 and has held it in 24 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Prudent Man Advisors held 7,470 shares of Visa worth $2.26M as of Q1 2026.
  • Prudent Man Advisors bought 2,625 Visa shares in Q1 2026, an estimated $844K.
  • Visa made up 0.68% of Prudent Man Advisors's portfolio in Q1 2026, its #38 holding.
  • Prudent Man Advisors first reported a position in Visa in Q2 2020 and has held it in 24 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.