PIM
V icon

Pullen Investment Management’s Visa V Stock Holding History

Pullen Investment Management’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
Q3 		$697K Buy
1,939
+47
+2% +$17.2K 0.33% 88
2026
Q2 		$649K Buy
1,892
+12
+0.6% +$3.85K 0.3% 82
2026
Q1 		$568K Buy
1,880
+9
+0.5% +$2.89K 0.29% 83
2025
Q4 		$656K Buy
1,871
+22
+1% +$7.5K 0.35% 78
2025
Q3 		$631K Buy
1,849
+66
+4% +$22.8K 0.34% 79
2025
Q2 		$633K Sell
1,783
-62
-3% -$21.6K 0.38% 81
2025
Q1 		$647K Buy
1,845
+80
+5% +$27.1K 0.41% 80
2024
Q4 		$558K Buy
1,765
+115
+7% +$34.6K 0.36% 84
2024
Q3 		$454K Buy
1,650
+29
+2% +$7.84K 0.33% 82
2024
Q2 		$425K Buy
1,621
+186
+13% +$51K 0.35% 82
2024
Q1 		$400K Buy
+1,435
New +$396K 0.34% 81

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pullen Investment Management's V Position: Q3 2026 in Review

Pullen Investment Management increased its Visa (V) stake by 2.5% in Q3 2026, buying an estimated $17.2K and bringing the position to 1,939 shares worth $697K. The position accounts for 0.33% of the portfolio, ranked #88.

Pullen Investment Management first reported a position in V in Q1 2024 and has held it in 11 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Pullen Investment Management held 1,939 shares of Visa worth $697K as of Q3 2026.
  • Pullen Investment Management bought 47 Visa shares in Q3 2026, an estimated $17.2K.
  • Visa made up 0.33% of Pullen Investment Management's portfolio in Q3 2026, its #88 holding.
  • Pullen Investment Management first reported a position in Visa in Q1 2024 and has held it in 11 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Pullen Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.