TigerOak Management’s Visa V Stock Holding History

TigerOak 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 Q1	$1.25M	Buy	4,148 +40	+1%	+$12.9K	0.39%	40
2025 Q4	$1.44M	Hold	4,108	–	–	0.44%	35
2025 Q3	$1.4M	Buy	4,108 +115	+3%	+$39.8K	0.44%	38
2025 Q2	$1.42M	Buy	3,993 +74	+2%	+$25.8K	0.49%	34
2025 Q1	$1.37M	Sell	3,919 -16	-0.4%	-$5.41K	0.53%	34
2024 Q4	$1.24M	Buy	+3,935	New	+$1.18M	0.45%	37

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

TigerOak Management's V Position: Q1 2026 in Review

TigerOak Management increased its Visa (V) stake by 0.97% in Q1 2026, buying an estimated $12.9K and bringing the position to 4,148 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #40.

TigerOak Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

TigerOak Management held 4,148 shares of Visa worth $1.25M as of Q1 2026.
TigerOak Management bought 40 Visa shares in Q1 2026, an estimated $12.9K.
Visa made up 0.39% of TigerOak Management's portfolio in Q1 2026, its #40 holding.
TigerOak Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's Visa position peaked at $1.44M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.