RCWM
V icon

Royal Capital Wealth Management’s Visa V Stock Holding History

Royal Capital Wealth 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
Q1 		$5.27M Buy
17,426
+26
+0.1% +$8.36K 3.28% 8
2025
Q4 		$6.1M Buy
17,400
+26
+0.1% +$8.86K 3.6% 8
2025
Q3 		$5.93M Buy
17,374
+46
+0.3% +$15.9K 3.64% 8
2025
Q2 		$6.15M Buy
17,328
+9
+0.1% +$3.14K 4.09% 7
2025
Q1 		$6.07M Buy
17,319
+23
+0.1% +$7.78K 4.25% 5
2024
Q4 		$5.47M Sell
17,296
-178
-1% -$53.5K 3.83% 7
2024
Q3 		$4.8M Sell
17,474
-49
-0.3% -$13.2K 3.39% 7
2024
Q2 		$4.6M Buy
17,523
+12
+0.1% +$3.29K 3.46% 7
2024
Q1 		$4.89M Buy
17,511
+26
+0.1% +$7.18K 3.84% 5
2023
Q4 		$4.55M Buy
17,485
+28
+0.2% +$6.9K 3.94% 6
2023
Q3 		$4.02M Buy
17,457
+25
+0.1% +$6.01K 3.85% 6
2023
Q2 		$4.14M Buy
17,432
+28
+0.2% +$6.41K 3.9% 6
2023
Q1 		$3.92M Buy
17,404
+602
+4% +$134K 3.95% 7
2022
Q4 		$3.49M Buy
16,802
+28
+0.2% +$5.65K 3.71% 7
2022
Q3 		$2.98M Buy
16,774
+183
+1% +$37.2K 3.47% 7
2022
Q2 		$3.27M Buy
16,591
+434
+3% +$89.7K 3.54% 7
2022
Q1 		$3.58M Sell
16,157
-1,288
-7% -$279K 3.51% 5
2021
Q4 		$3.78M Buy
+17,445
New +$3.74M 3.67% 4

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

Royal Capital Wealth Management's V Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Visa (V) stake by 0.15% in Q1 2026, buying an estimated $8.36K and bringing the position to 17,426 shares worth $5.27M. The position accounts for 3.28% of the portfolio, ranked #8.

Royal Capital Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.15M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Royal Capital Wealth Management held 17,426 shares of Visa worth $5.27M as of Q1 2026.
  • Royal Capital Wealth Management bought 26 Visa shares in Q1 2026, an estimated $8.36K.
  • Visa made up 3.28% of Royal Capital Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Royal Capital Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Visa position peaked at $6.15M in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.