Roble Belko & Company’s Visa V Stock Holding History

Roble Belko & Company’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	$81K	Sell	268 -1	-0.4%	-$322	0.01%	179
2025 Q4	$94K	Sell	269 -69	-20%	-$23.5K	0.01%	173
2025 Q3	$115K	Sell	338 -163	-33%	-$56.4K	0.02%	134
2025 Q2	$178K	Buy	501 +205	+69%	+$71.5K	0.03%	116
2025 Q1	$104K	Buy	296 +15	+5%	+$5.08K	0.02%	135
2024 Q4	$89K	Hold	281	–	–	0.01%	142
2024 Q3	$77K	Hold	281	–	–	0.01%	147
2024 Q2	$74K	Hold	281	–	–	0.01%	153
2024 Q1	$79K	Sell	281 -14	-5%	-$3.87K	0.01%	152
2023 Q4	$77K	Hold	295	–	–	0.01%	140
2023 Q3	$68K	Hold	295	–	–	0.01%	136
2023 Q2	$70K	Hold	295	–	–	0.01%	130
2023 Q1	$67K	Sell	295 -16	-5%	-$3.56K	0.01%	143
2022 Q4	$65K	Buy	311 +101	+48%	+$20.4K	0.01%	144
2022 Q3	$37K	Hold	210	–	–	0.01%	166
2022 Q2	$41K	Hold	210	–	–	0.01%	160
2022 Q1	$47K	Sell	210 -14	-6%	-$3.03K	0.01%	165
2021 Q4	$49K	Hold	224	–	–	0.01%	163
2021 Q3	$50K	Hold	224	–	–	0.01%	148
2021 Q2	$52K	Sell	224 -28	-11%	-$6.4K	0.01%	155
2021 Q1	$53K	Buy	252 +14	+6%	+$2.95K	0.01%	146
2020 Q4	$52K	Hold	238	–	–	0.01%	134
2020 Q3	$48K	Sell	238 -10	-4%	-$2K	0.01%	134
2020 Q2	$48K	Sell	248 -65	-21%	-$11.9K	0.01%	144
2020 Q1	$50K	Sell	313 -21	-6%	-$3.96K	0.02%	144
2019 Q4	$63K	Hold	334	–	–	0.02%	145
2019 Q3	$57K	Hold	334	–	–	0.02%	141
2019 Q2	$58K	Hold	334	–	–	0.02%	141
2019 Q1	$52K	Sell	334 -699	-68%	-$101K	0.02%	117
2018 Q4	$136K	Hold	1,033	–	–	0.05%	83
2018 Q3	$155K	Hold	1,033	–	–	0.06%	65
2018 Q2	$137K	Hold	1,033	–	–	0.05%	69
2018 Q1	$124K	Buy	1,033 +154	+18%	+$18.7K	0.05%	73
2017 Q4	$100K	Buy	879 +605	+221%	+$66.8K	0.04%	78
2017 Q3	$29K	Hold	274	–	–	0.01%	118
2017 Q2	$26K	Hold	274	–	–	0.01%	121
2017 Q1	$24K	Sell	274 -430	-61%	-$37K	0.01%	130
2016 Q4	$55K	Buy	704 +539	+327%	+$43.3K	0.03%	94
2016 Q3	$14K	Sell	165 -62	-27%	-$4.96K	0.01%	195
2016 Q2	$17K	Sell	227 -126	-36%	-$9.87K	0.01%	161
2016 Q1	$27K	Buy	353 +248	+236%	+$18K	0.02%	124
2015 Q4	$8K	Hold	105	–	–	﹤0.01%	155
2015 Q3	$7K	Buy	105 +1	+1%	+$71	﹤0.01%	149
2015 Q2	$7K	Hold	104	–	–	﹤0.01%	169
2015 Q1	$7K	Buy	+104	New	+$6.88K	﹤0.01%	173

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

Roble Belko & Company's V Position: Q1 2026 in Review

Roble Belko & Company reduced its Visa (V) stake by 0.37% in Q1 2026, selling an estimated $322 and leaving 268 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #179.

Roble Belko & Company first reported a position in V in Q1 2015 and has held it in 45 quarters since. The position peaked at $178K in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Roble Belko & Company held 268 shares of Visa worth $81K as of Q1 2026.
Roble Belko & Company sold 1 Visa share in Q1 2026, an estimated $322.
Visa made up 0.01% of Roble Belko & Company's portfolio in Q1 2026, its #179 holding.
Roble Belko & Company first reported a position in Visa in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's Visa position peaked at $178K in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.