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Saxon Interests’s Visa V Stock Holding History

Saxon Interests’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 		$1.51M Buy
4,994
+2,262
+83% +$727K 0.52% 43
2025
Q4 		$958K Buy
2,732
+188
+7% +$64.1K 0.34% 72
2025
Q3 		$895K Buy
2,544
+319
+14% +$110K 0.35% 67
2025
Q2 		$780K Hold
2,225
– – 0.36% 66
2025
Q1 		$780K Buy
2,225
+194
+10% +$65.6K 0.36% 66
2024
Q4 		$642K Buy
2,031
+286
+16% +$86K 0.28% 82
2024
Q3 		$480K Sell
1,745
-196
-10% -$53K 0.22% 101
2024
Q2 		$509K Buy
1,941
+10
+0.5% +$2.74K 0.24% 95
2024
Q1 		$539K Sell
1,931
-61
-3% -$16.8K 0.26% 95
2023
Q4 		$519K Buy
+1,992
New +$491K 0.26% 98
2023
Q3 		– Sell
-2,034
Closed -$483K – 181
2023
Q2 		$483K Sell
2,034
-23
-1% -$5.26K 0.26% 99
2023
Q1 		$464K Buy
2,057
+41
+2% +$9.13K 0.26% 104
2022
Q4 		$441K Buy
2,016
+18
+0.9% +$3.63K 0.25% 99
2022
Q3 		$375K Sell
1,998
-269
-12% -$54.7K 0.23% 94
2022
Q2 		$446K Buy
2,267
+27
+1% +$5.58K 0.27% 88
2022
Q1 		$497K Buy
2,240
+364
+19% +$78.7K 0.26% 81
2021
Q4 		$402K Buy
+1,876
New +$403K 0.23% 83

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

Saxon Interests's V Position: Q1 2026 in Review

Saxon Interests increased its Visa (V) stake by 83% in Q1 2026, buying an estimated $727K and bringing the position to 4,994 shares worth $1.51M. The position accounts for 0.52% of the portfolio, ranked #43.

Saxon Interests first reported a position in V in Q4 2021 and has held it in 17 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Saxon Interests held 4,994 shares of Visa worth $1.51M as of Q1 2026.
  • Saxon Interests bought 2,262 Visa shares in Q1 2026, an estimated $727K.
  • Visa made up 0.52% of Saxon Interests's portfolio in Q1 2026, its #43 holding.
  • Saxon Interests first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.