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Thomas Story & Son’s Visa V Stock Holding History

Thomas Story & Son’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 		$17.1M Buy
49,858
+1,455
+3% +$467K 6.05% 3
2026
Q1 		$14.6M Sell
48,403
-137
-0.3% -$44.1K 5.62% 3
2025
Q4 		$17M Sell
48,540
-838
-2% -$286K 6.33% 1
2025
Q3 		$16.9M Sell
49,378
-1,495
-3% -$517K 6.2% 1
2025
Q2 		$18.1M Sell
50,873
-5,336
-9% -$1.86M 6.94% 1
2025
Q1 		$19.7M Buy
56,209
+520
+0.9% +$176K 7.67% 1
2024
Q4 		$17.6M Sell
55,689
-635
-1% -$191K 7.37% 2
2024
Q3 		$15.5M Buy
56,324
+103
+0.2% +$27.8K 6.32% 3
2024
Q2 		$14.8M Buy
56,221
+65
+0.1% +$17.8K 6.37% 2
2024
Q1 		$15.7M Sell
56,156
-120
-0.2% -$33.1K 6.62% 1
2023
Q4 		$14.7M Sell
56,276
-215
-0.4% -$53K 6.88% 1
2023
Q3 		$13M Sell
56,491
-6,763
-11% -$1.63M 6.33% 1
2023
Q2 		$15M Sell
63,254
-605
-0.9% -$138K 6.86% 1
2023
Q1 		$14.4M Sell
63,859
-359
-0.6% -$79.9K 6.98% 2
2022
Q4 		$13.3M Sell
64,218
-2,175
-3% -$439K 6.79% 2
2022
Q3 		$11.8M Sell
66,393
-1,705
-3% -$347K 6.21% 2
2022
Q2 		$13.4M Sell
68,098
-710
-1% -$147K 6.37% 1
2022
Q1 		$15.3M Buy
68,808
+1,475
+2% +$319K 6.04% 2
2021
Q4 		$14.6M Sell
67,333
-4,171
-6% -$895K 5.68% 2
2021
Q3 		$15.9M Sell
71,504
-4,996
-7% -$1.17M 6.52% 1
2021
Q2 		$17.9M Sell
76,500
-3,685
-5% -$842K 6.67% 1
2021
Q1 		$17M Sell
80,185
-974
-1% -$205K 6.41% 1
2020
Q4 		$17.8M Hold
81,159
– – 7.21% 1
2020
Q3 		$16.2M Buy
81,159
+45
+0.1% +$8.99K 7.25% 1
2020
Q2 		$15.7M Sell
81,114
-3,550
-4% -$649K 7.46% 1
2020
Q1 		$13.6M Sell
84,664
-1,130
-1% -$213K 7.85% 1
2019
Q4 		$16.1M Sell
85,794
-21
-0% -$3.78K 7.94% 1
2019
Q3 		$14.8M Sell
85,815
-15,900
-16% -$2.83M 7.64% 1
2019
Q2 		$17.7M Hold
101,715
– – 9.07% 1
2019
Q1 		$15.9M Buy
101,715
+75
+0.1% +$10.8K 8.34% 1
2018
Q4 		$13.4M Sell
101,640
-50
-0% -$6.91K 8.16% 1
2018
Q3 		$15.3M Sell
101,690
-50
-0% -$7.11K 8.07% 1
2018
Q2 		$13.5M Sell
101,740
-50
-0% -$6.43K 7.81% 1
2018
Q1 		$12.2M Sell
101,790
-1,000
-1% -$121K 7.14% 1
2017
Q4 		$11.7M Sell
102,790
-27,775
-21% -$3.07M 6.7% 2
2017
Q3 		$13.7M Sell
130,565
-12,550
-9% -$1.27M 7.41% 1
2017
Q2 		$13.4M Hold
143,115
– – 7.94% 1
2017
Q1 		$12.7M Sell
143,115
-850
-0.6% -$73.1K 7.24% 1
2016
Q4 		$11.2M Buy
143,965
+2,895
+2% +$233K 6.75% 1
2016
Q3 		$11.7M Sell
141,070
-25
-0% -$2K 7.16% 1
2016
Q2 		$10.5M Hold
141,095
– – 6.48% 2
2016
Q1 		$10.8M Sell
141,095
-1,070
-0.8% -$77.7K 6.58% 1
2015
Q4 		$11M Buy
142,165
+3,985
+3% +$309K 6.88% 1
2015
Q3 		$9.63M Sell
138,180
-100
-0.1% -$7.14K 6.29% 1
2015
Q2 		$9.29M Buy
138,280
+1,700
+1% +$115K 5.84% 1
2015
Q1 		$8.93M Sell
136,580
-800
-0.6% -$52.9K 5.63% 3
2014
Q4 		$9.01M Sell
137,380
-100
-0.1% -$6.02K 5.4% 4
2014
Q3 		$7.33M Hold
137,480
– – 4.58% 5
2014
Q2 		$7.24M Sell
137,480
-34,800
-20% -$1.82M 4.46% 5
2014
Q1 		$9.3M Sell
172,280
-1,000
-0.6% -$55.6K 5.06% 1
2013
Q4 		$9.65M Sell
173,280
-1,320
-0.8% -$66.6K 5.29% 1
2013
Q3 		$8.34M Hold
174,600
– – 5.17% 1
2013
Q2 		$7.98M Buy
+174,600
New +$7.64M 4.98% 2

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Thomas Story & Son's V Position: Q2 2026 in Review

Thomas Story & Son increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $467K and bringing the position to 49,858 shares worth $17.1M. The position accounts for 6.05% of the portfolio, ranked #3.

Thomas Story & Son first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.7M in Q1 2025. 2,159 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Thomas Story & Son held 49,858 shares of Visa worth $17.1M as of Q2 2026.
  • Thomas Story & Son bought 1,455 Visa shares in Q2 2026, an estimated $467K.
  • Visa made up 6.05% of Thomas Story & Son's portfolio in Q2 2026, its #3 holding.
  • Thomas Story & Son first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Thomas Story & Son's Visa position peaked at $19.7M in Q1 2025.
  • 2,159 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.