TIM
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Triad Investment Management’s Visa V Stock Holding History

Triad Investment 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 		$5.21M Buy
15,189
+868
+6% +$279K 5.75% 3
2026
Q1 		$4.33M Buy
14,321
+1,616
+13% +$520K 5.11% 5
2025
Q4 		$4.46M Buy
+12,705
New +$4.33M 4.51% 7
2024
Q1 		$2.35M Sell
8,428
-1,213
-13% -$335K 2.85% 16
2023
Q4 		$2.51M Buy
9,641
+89
+0.9% +$21.9K 3.29% 16
2023
Q3 		$2.2M Buy
9,552
+104
+1% +$25K 3.21% 14
2023
Q2 		$2.24M Sell
9,448
-3
-0% -$687 3.12% 13
2023
Q1 		$2.13M Buy
9,451
+263
+3% +$58.5K 3.1% 14
2022
Q4 		$1.91M Buy
9,188
+316
+4% +$63.7K 2.99% 14
2022
Q3 		$1.58M Buy
8,872
+1,557
+21% +$317K 2.74% 16
2022
Q2 		$1.44M Buy
7,315
+4,760
+186% +$984K 2.13% 23
2022
Q1 		$567K Buy
2,555
+321
+14% +$69.4K 0.54% 39
2021
Q4 		$484K Buy
+2,234
New +$480K 0.44% 43

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Triad Investment Management's V Position: Q2 2026 in Review

Triad Investment Management increased its Visa (V) stake by 6.1% in Q2 2026, buying an estimated $279K and bringing the position to 15,189 shares worth $5.21M. The position accounts for 5.75% of the portfolio, ranked #3.

Triad Investment Management first reported a position in V in Q4 2021 and has held it in 13 quarters since. 1,799 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Triad Investment Management held 15,189 shares of Visa worth $5.21M as of Q2 2026.
  • Triad Investment Management bought 868 Visa shares in Q2 2026, an estimated $279K.
  • Visa made up 5.75% of Triad Investment Management's portfolio in Q2 2026, its #3 holding.
  • Triad Investment Management first reported a position in Visa in Q4 2021 and has held it in 13 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.