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Tolleson Wealth Management’s Visa V Stock Holding History

Tolleson Wealth 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 		$554K Buy
1,615
+169
+12% +$54.3K 0.07% 66
2026
Q1 		$437K Hold
1,446
– – 0.06% 67
2025
Q4 		$507K Hold
1,446
– – 0.07% 64
2025
Q3 		$494K Hold
1,446
– – 0.08% 65
2025
Q2 		$513K Sell
1,446
-1,363
-49% -$475K 0.09% 63
2025
Q1 		$984K Sell
2,809
-830
-23% -$281K 0.19% 43
2024
Q4 		$1.15M Buy
3,639
+746
+26% +$224K 0.24% 40
2024
Q3 		$795K Sell
2,893
-2,070
-42% -$560K 0.15% 44
2024
Q2 		$1.3M Sell
4,963
-916
-16% -$251K 0.26% 37
2024
Q1 		$1.64M Sell
5,879
-1,077
-15% -$297K 0.32% 31
2023
Q4 		$1.81M Sell
6,956
-3,093
-31% -$762K 0.37% 26
2023
Q3 		$2.31M Sell
10,049
-1,972
-16% -$474K 0.56% 22
2023
Q2 		$2.85M Buy
12,021
+4,200
+54% +$961K 0.69% 19
2023
Q1 		$1.76M Hold
7,821
– – 0.46% 27
2022
Q4 		$1.63M Sell
7,821
-2,018
-21% -$407K 0.44% 28
2022
Q3 		$1.75M Hold
9,839
– – 0.53% 24
2022
Q2 		$1.94M Sell
9,839
-642
-6% -$133K 0.55% 23
2022
Q1 		$2.32M Hold
10,481
– – 0.69% 20
2021
Q4 		$2.27M Hold
10,481
– – 0.61% 23
2021
Q3 		$2.33M Hold
10,481
– – 0.66% 23
2021
Q2 		$2.45M Hold
10,481
– – 0.66% 23
2021
Q1 		$2.22M Hold
10,481
– – 0.67% 23
2020
Q4 		$2.29M Sell
10,481
-1,850
-15% -$379K 0.76% 21
2020
Q3 		$2.47M Sell
12,331
-670
-5% -$134K 1% 20
2020
Q2 		$2.51M Hold
13,001
– – 1.1% 20
2020
Q1 		$2.1M Sell
13,001
-41
-0.3% -$7.72K 0.92% 22
2019
Q4 		$2.45M Buy
13,042
+41
+0.3% +$7.39K 1.19% 17
2019
Q3 		$2.24M Buy
13,001
+800
+7% +$142K 1.22% 16
2019
Q2 		$2.12M Sell
12,201
-1,370
-10% -$224K 1.46% 11
2019
Q1 		$2.12M Hold
13,571
– – 1.47% 12
2018
Q4 		$1.79M Buy
+13,571
New +$1.87M 1.05% 17

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tolleson Wealth Management's V Position: Q2 2026 in Review

Tolleson Wealth Management increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $54.3K and bringing the position to 1,615 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #66.

Tolleson Wealth Management first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.85M in Q2 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tolleson Wealth Management held 1,615 shares of Visa worth $554K as of Q2 2026.
  • Tolleson Wealth Management bought 169 Visa shares in Q2 2026, an estimated $54.3K.
  • Visa made up 0.07% of Tolleson Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Tolleson Wealth Management first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • Tolleson Wealth Management's Visa position peaked at $2.85M in Q2 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.