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Triasima Portfolio Management’s Visa V Stock Holding History

Triasima Portfolio 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 		– Sell
-2,891
Closed -$1.01M – 164
2025
Q4 		$1.01M Sell
2,891
-10,933
-79% -$3.72M 0.15% 105
2025
Q3 		$4.72M Sell
13,824
-3,313
-19% -$1.15M 0.71% 44
2025
Q2 		$6.08M Buy
17,137
+3,657
+27% +$1.27M 1.11% 29
2025
Q1 		$4.72M Buy
13,480
+551
+4% +$186K 0.93% 33
2024
Q4 		$4.09M Buy
+12,929
New +$3.89M 0.79% 37
2024
Q3 		– Sell
-13,369
Closed -$3.51M – 148
2024
Q2 		$3.51M Sell
13,369
-50
-0.4% -$13.7K 0.32% 54
2024
Q1 		$3.74M Sell
13,419
-1,990
-13% -$549K 0.31% 59
2023
Q4 		$4.01M Buy
15,409
+3,520
+30% +$868K 0.33% 54
2023
Q3 		$2.73M Buy
11,889
+5,575
+88% +$1.34M 0.25% 60
2023
Q2 		$1.99M Buy
+6,314
New +$1.45M 0.13% 80
2021
Q4 		– Sell
-21,490
Closed -$4.79M – 174
2021
Q3 		$4.79M Buy
21,490
+180
+0.8% +$42.2K 0.26% 49
2021
Q2 		$4.98M Buy
21,310
+5,665
+36% +$1.3M 0.24% 47
2021
Q1 		$3.31M Buy
15,645
+6,310
+68% +$1.33M 0.17% 66
2020
Q4 		$2.04M Buy
+9,335
New +$1.91M 0.12% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Triasima Portfolio Management's V Position: Q1 2026 in Review

Triasima Portfolio Management sold out of Visa (V) in Q1 2026, closing a stake of 2,891 shares — an estimated $1.01M sold.

Triasima Portfolio Management first reported a position in V in Q4 2020 and held it in 14 quarters. The position peaked at $6.08M in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Triasima Portfolio Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 2,891 Visa shares in Q1 2026, an estimated $1.01M.
  • Triasima Portfolio Management first reported a position in Visa in Q4 2020 and held it in 14 quarters.
  • Triasima Portfolio Management's Visa position peaked at $6.08M in Q2 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.