R Squared’s Visa V Stock Holding History

R Squared’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	$1.95M	Buy	6,456 +4,085	+172%	+$1.31M	1.07%	11
2025 Q4	$832K	Buy	+2,371	New	+$808K	0.39%	47

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

R Squared's V Position: Q1 2026 in Review

R Squared increased its Visa (V) stake by 172% in Q1 2026, buying an estimated $1.31M and bringing the position to 6,456 shares worth $1.95M. The position accounts for 1.07% of the portfolio, ranked #11.

R Squared first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

R Squared held 6,456 shares of Visa worth $1.95M as of Q1 2026.
R Squared bought 4,085 Visa shares in Q1 2026, an estimated $1.31M.
Visa made up 1.07% of R Squared's portfolio in Q1 2026, its #11 holding.
R Squared first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.