Triumph Capital Management
V icon

Triumph Capital Management’s Visa V Stock Holding History

Triumph Capital 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
Q3 		$281K Buy
782
+74
+10% +$27K 0.05% 318
2026
Q2 		$243K Sell
708
-111
-14% -$35.6K 0.04% 329
2026
Q1 		$248K Buy
819
+128
+19% +$41.2K 0.05% 298
2025
Q4 		$242K Buy
+691
New +$235K 0.05% 279
2022
Q2 		– Sell
-1,249
Closed -$277K – 229
2022
Q1 		$277K Buy
1,249
+315
+34% +$68.1K 0.12% 170
2021
Q4 		$202K Sell
934
-417
-31% -$89.5K 0.09% 201
2021
Q3 		$301K Buy
1,351
+24
+2% +$5.63K 0.14% 145
2021
Q2 		$326K Buy
+1,327
New +$303K 0.19% 119

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Triumph Capital Management's V Position: Q3 2026 in Review

Triumph Capital Management increased its Visa (V) stake by 10% in Q3 2026, buying an estimated $27K and bringing the position to 782 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #318.

Triumph Capital Management first reported a position in V in Q2 2021 and has held it in 8 quarters since. The position peaked at $326K in Q2 2021. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Triumph Capital Management held 782 shares of Visa worth $281K as of Q3 2026.
  • Triumph Capital Management bought 74 Visa shares in Q3 2026, an estimated $27K.
  • Visa made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #318 holding.
  • Triumph Capital Management first reported a position in Visa in Q2 2021 and has held it in 8 quarters since.
  • Triumph Capital Management's Visa position peaked at $326K in Q2 2021.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.