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Tilia Fiduciary Partners’s Visa V Stock Holding History

Tilia Fiduciary Partners’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 		$3.74M Buy
12,369
+460
+4% +$148K 2.05% 11
2025
Q4 		$4.18M Buy
11,909
+225
+2% +$76.7K 2.31% 7
2025
Q3 		$3.99M Sell
11,684
-127
-1% -$44K 2.31% 6
2025
Q2 		$4.19M Buy
11,811
+59
+0.5% +$20.6K 2.56% 5
2025
Q1 		$4.12M Buy
11,752
+113
+1% +$38.2K 2.75% 5
2024
Q4 		$3.68M Buy
11,639
+393
+3% +$118K 2.51% 6
2024
Q3 		$3.09M Buy
11,246
+551
+5% +$149K 2.14% 9
2024
Q2 		$2.81M Buy
10,695
+658
+7% +$180K 2.2% 7
2024
Q1 		$2.8M Buy
10,037
+530
+6% +$146K 2.27% 7
2023
Q4 		$2.48M Buy
9,507
+114
+1% +$28.1K 2.3% 5
2023
Q3 		$2.16M Buy
9,393
+292
+3% +$70.2K 2.25% 5
2023
Q2 		$2.16M Buy
9,101
+269
+3% +$61.6K 1.93% 6
2023
Q1 		$1.99M Sell
8,832
-229
-3% -$51K 1.9% 6
2022
Q4 		$1.88M Buy
9,061
+95
+1% +$19.2K 1.81% 8
2022
Q3 		$1.61M Buy
8,966
+286
+3% +$58.2K 1.62% 11
2022
Q2 		$1.78M Buy
8,680
+403
+5% +$83.3K 1.7% 11
2022
Q1 		$1.84M Buy
8,277
+442
+6% +$95.6K 1.56% 11
2021
Q4 		$1.7M Buy
+7,835
New +$1.68M 1.36% 13

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tilia Fiduciary Partners's V Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Visa (V) stake by 3.9% in Q1 2026, buying an estimated $148K and bringing the position to 12,369 shares worth $3.74M. The position accounts for 2.05% of the portfolio, ranked #11.

Tilia Fiduciary Partners first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.19M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tilia Fiduciary Partners held 12,369 shares of Visa worth $3.74M as of Q1 2026.
  • Tilia Fiduciary Partners bought 460 Visa shares in Q1 2026, an estimated $148K.
  • Visa made up 2.05% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #11 holding.
  • Tilia Fiduciary Partners first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Visa position peaked at $4.19M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.