Terril Brothers’s Visa V Stock Holding History

Terril Brothers’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	–	Sell	-1,034	Closed	-$313K	–	77
2026 Q1	$313K	Hold	1,034	–	–	0.09%	57
2025 Q4	$363K	Sell	1,034 -30	-3%	-$10.2K	0.1%	48
2025 Q3	$363K	Buy	+1,064	New	+$368K	0.11%	51
2025 Q1	–	Sell	-870	Closed	-$275K	–	76
2024 Q4	$275K	Buy	+870	New	+$262K	0.08%	55

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

Terril Brothers's V Position: Q2 2026 in Review

Terril Brothers sold out of Visa (V) in Q2 2026, closing a stake of 1,034 shares — an estimated $313K sold.

Terril Brothers first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $363K in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Terril Brothers reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Terril Brothers sold 1,034 Visa shares in Q2 2026, an estimated $313K.
Terril Brothers first reported a position in Visa in Q4 2024 and held it in 4 quarters.
Terril Brothers's Visa position peaked at $363K in Q3 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.