Spirepoint Private Client’s Visa V Stock Holding History

Spirepoint Private Client’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	$11.7M	Buy	38,737 +1,728	+5%	+$556K	1.11%	24
2025 Q4	$13M	Buy	37,009 +2,938	+9%	+$1M	1.24%	18
2025 Q3	$11.6M	Buy	34,071 +1,329	+4%	+$460K	1.22%	20
2025 Q2	$11.6M	Buy	32,742 +416	+1%	+$145K	1.31%	20
2025 Q1	$11.3M	Buy	32,326 +9	+0%	+$3.04K	1.48%	15
2024 Q4	$10.2M	Buy	32,317 +1,039	+3%	+$312K	1.28%	21
2024 Q3	$8.6M	Buy	31,278 +414	+1%	+$112K	1.14%	24
2024 Q2	$8.1M	Buy	30,864 +449	+1%	+$123K	1.15%	20
2024 Q1	$8.49M	Buy	+30,415	New	+$8.4M	1.29%	16

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

Spirepoint Private Client's V Position: Q1 2026 in Review

Spirepoint Private Client increased its Visa (V) stake by 4.7% in Q1 2026, buying an estimated $556K and bringing the position to 38,737 shares worth $11.7M. The position accounts for 1.11% of the portfolio, ranked #24.

Spirepoint Private Client first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $13M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Spirepoint Private Client held 38,737 shares of Visa worth $11.7M as of Q1 2026.
Spirepoint Private Client bought 1,728 Visa shares in Q1 2026, an estimated $556K.
Visa made up 1.11% of Spirepoint Private Client's portfolio in Q1 2026, its #24 holding.
Spirepoint Private Client first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Visa position peaked at $13M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.