Templeton & Phillips Capital Management’s Visa V Stock Holding History

Templeton & Phillips Capital 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 Q2	$470K	Hold	1,371	–	–	0.34%	30
2026 Q1	$414K	Hold	1,371	–	–	0.34%	30
2025 Q4	$481K	Sell	1,371 -27,500	-95%	-$9.37M	0.32%	24
2025 Q3	$9.86M	Hold	28,871	–	–	7.09%	3
2025 Q2	$10.3M	Hold	28,871	–	–	7.41%	5
2025 Q1	$10.1M	Sell	28,871 -175	-0.6%	-$59.2K	7.28%	3
2024 Q4	$9.18M	Hold	29,046	–	–	7.28%	3
2024 Q3	$7.99M	Hold	29,046	–	–	6.21%	5
2024 Q2	$7.14M	Hold	29,046	–	–	6.34%	5
2024 Q1	$8.11M	Hold	29,046	–	–	7.5%	4
2023 Q4	$7.56M	Hold	29,046	–	–	7.71%	5
2023 Q3	$6.68M	Hold	29,046	–	–	7.04%	5
2023 Q2	$6.9M	Hold	29,046	–	–	7.32%	5
2023 Q1	$6.55M	Hold	29,046	–	–	6.86%	6
2022 Q4	$6.03M	Buy	+29,046	New	+$5.86M	6.43%	5

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Templeton & Phillips Capital Management's V Position: Q2 2026 in Review

Templeton & Phillips Capital Management held its Visa (V) position steady in Q2 2026 at 1,371 shares worth $470K. The position accounts for 0.34% of the portfolio, ranked #30.

Templeton & Phillips Capital Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Templeton & Phillips Capital Management held 1,371 shares of Visa worth $470K as of Q2 2026.
Templeton & Phillips Capital Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.34% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #30 holding.
Templeton & Phillips Capital Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Templeton & Phillips Capital Management's Visa position peaked at $10.3M in Q2 2025.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.