Talon Private Wealth
V icon

Talon Private Wealth’s Visa V Stock Holding History

Talon Private Wealth’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
Q2 		$4.97M Buy
14,479
+7,265
+101% +$2.33M 0.58% 45
2026
Q1 		$2.18M Buy
+7,214
New +$2.32M 0.29% 68
2025
Q2 		$2.76M Buy
7,760
+833
+12% +$290K 0.38% 38
2025
Q1 		$2.43M Buy
6,927
+6,597
+1,999% +$2.23M 0.33% 47
2024
Q4 		$104K Buy
330
+95
+40% +$28.6K 0.02% 135
2024
Q3 		$64.6K Buy
+235
New +$63.5K 0.01% 97

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Talon Private Wealth's V Position: Q2 2026 in Review

Talon Private Wealth increased its Visa (V) stake by 101% in Q2 2026, buying an estimated $2.33M and bringing the position to 14,479 shares worth $4.97M. The position accounts for 0.58% of the portfolio, ranked #45.

Talon Private Wealth first reported a position in V in Q3 2024 and has held it in 6 quarters since. 4,603 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Talon Private Wealth held 14,479 shares of Visa worth $4.97M as of Q2 2026.
  • Talon Private Wealth bought 7,265 Visa shares in Q2 2026, an estimated $2.33M.
  • Visa made up 0.58% of Talon Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Talon Private Wealth first reported a position in Visa in Q3 2024 and has held it in 6 quarters since.
  • 4,603 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.