Stance Capital’s Visa V Stock Holding History

Stance Capital’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	–	Sell	-12,910	Closed	-$4.53M	–	323
2025 Q4	$4.53M	Buy	12,910 +4,547	+54%	+$1.55M	1.66%	7
2025 Q3	$2.85M	Buy	8,363 +3,772	+82%	+$1.31M	1.05%	26
2025 Q2	$1.63M	Sell	4,591 -5,893	-56%	-$2.05M	0.61%	50
2025 Q1	$3.67M	Buy	10,484 +9,752	+1,332%	+$3.3M	2.72%	18
2024 Q4	$231K	Buy	+732	New	+$220K	0.14%	47

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

Stance Capital's V Position: Q1 2026 in Review

Stance Capital sold out of Visa (V) in Q1 2026, closing a stake of 12,910 shares — an estimated $4.53M sold.

Stance Capital first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $4.53M in Q4 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

Stance Capital reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Stance Capital sold 12,910 Visa shares in Q1 2026, an estimated $4.53M.
Stance Capital first reported a position in Visa in Q4 2024 and held it in 5 quarters.
Stance Capital's Visa position peaked at $4.53M in Q4 2025.
4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.