RiverGlades Family Offices’s Visa V Stock Holding History

RiverGlades Family Offices’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	$724K	Buy	2,111 +1,076	+104%	+$345K	0.33%	55
2026 Q1	$313K	Buy	+1,035	New	+$333K	0.18%	67
2025 Q3	$447K	Sell	1,310 -50	-4%	-$17.3K	0.27%	56
2025 Q2	$483K	Buy	+1,360	New	+$474K	0.32%	52
2023 Q1	–	Sell	-1,550	Closed	-$322K	–	82
2022 Q4	$322K	Buy	+1,550	New	+$313K	0.3%	54
2022 Q2	$305K	Hold	1,550	–	–	0.28%	56
2022 Q1	$344K	Hold	1,550	–	–	0.26%	64
2021 Q4	$336K	Hold	1,550	–	–	0.24%	63
2021 Q3	$345K	Hold	1,550	–	–	0.27%	57
2021 Q2	$362K	Hold	1,550	–	–	0.28%	55
2021 Q1	$328K	Sell	1,550 -600	-28%	-$126K	0.27%	57
2020 Q4	$470K	Hold	2,150	–	–	0.4%	40
2020 Q3	$430K	Hold	2,150	–	–	0.41%	39
2020 Q2	$415K	Hold	2,150	–	–	0.42%	42
2020 Q1	$346K	Sell	2,150 -100	-4%	-$18.8K	0.37%	44
2019 Q4	$423K	Hold	2,250	–	–	0.36%	46
2019 Q3	$387K	Hold	2,250	–	–	0.35%	46
2019 Q2	$390K	Hold	2,250	–	–	0.35%	45
2019 Q1	$351K	Buy	+2,250	New	+$324K	0.32%	48
2018 Q4	–	Sell	-2,515	Closed	-$377K	–	72
2018 Q3	$377K	Hold	2,515	–	–	0.32%	50
2018 Q2	$333K	Hold	2,515	–	–	0.29%	53
2018 Q1	$301K	Sell	2,515 -70	-3%	-$8.48K	0.24%	59
2017 Q4	$295K	Buy	+2,585	New	+$285K	0.24%	57

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RiverGlades Family Offices's V Position: Q2 2026 in Review

RiverGlades Family Offices increased its Visa (V) stake by 104% in Q2 2026, buying an estimated $345K and bringing the position to 2,111 shares worth $724K. The position accounts for 0.33% of the portfolio, ranked #55.

RiverGlades Family Offices first reported a position in V in Q4 2017 and has held it in 23 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

RiverGlades Family Offices held 2,111 shares of Visa worth $724K as of Q2 2026.
RiverGlades Family Offices bought 1,076 Visa shares in Q2 2026, an estimated $345K.
Visa made up 0.33% of RiverGlades Family Offices's portfolio in Q2 2026, its #55 holding.
RiverGlades Family Offices first reported a position in Visa in Q4 2017 and has held it in 23 quarters since.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.