TCA
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Trifecta Capital Advisors’s Visa V Stock Holding History

Trifecta Capital Advisors’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 		$8.33M Buy
27,560
+382
+1% +$123K 1.29% 26
2025
Q4 		$9.53M Buy
27,178
+740
+3% +$252K 1.41% 22
2025
Q3 		$9.03M Buy
26,438
+747
+3% +$259K 1.37% 24
2025
Q2 		$9.12M Buy
25,691
+2,809
+12% +$979K 1.52% 24
2025
Q1 		$8.02M Buy
22,882
+326
+1% +$110K 1.68% 16
2024
Q4 		$7.13M Buy
22,556
+496
+2% +$149K 1.41% 22
2024
Q3 		$6.07M Buy
22,060
+285
+1% +$77.1K 1.27% 25
2024
Q2 		$5.72M Buy
21,775
+653
+3% +$179K 1.27% 22
2024
Q1 		$5.89M Buy
21,122
+376
+2% +$104K 1.43% 18
2023
Q4 		$5.4M Buy
20,746
+570
+3% +$140K 1.49% 18
2023
Q3 		$4.64M Buy
20,176
+536
+3% +$129K 1.49% 17
2023
Q2 		$4.66M Buy
19,640
+475
+2% +$109K 1.5% 16
2023
Q1 		$4.32M Buy
19,165
+305
+2% +$67.9K 1.52% 16
2022
Q4 		$3.92M Buy
+18,860
New +$3.8M 1.56% 17

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

Trifecta Capital Advisors's V Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Visa (V) stake by 1.4% in Q1 2026, buying an estimated $123K and bringing the position to 27,560 shares worth $8.33M. The position accounts for 1.29% of the portfolio, ranked #26.

Trifecta Capital Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.53M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Trifecta Capital Advisors held 27,560 shares of Visa worth $8.33M as of Q1 2026.
  • Trifecta Capital Advisors bought 382 Visa shares in Q1 2026, an estimated $123K.
  • Visa made up 1.29% of Trifecta Capital Advisors's portfolio in Q1 2026, its #26 holding.
  • Trifecta Capital Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Visa position peaked at $9.53M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.