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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
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

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

Triumph Capital Management's V Position: Q2 2026 in Review

Triumph Capital Management reduced its Visa (V) stake by 14% in Q2 2026, selling an estimated $35.6K and leaving 708 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #329.

Triumph Capital Management first reported a position in V in Q2 2021 and has held it in 7 quarters since. The position peaked at $326K in Q2 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Triumph Capital Management held 708 shares of Visa worth $243K as of Q2 2026.
  • Triumph Capital Management sold 111 Visa shares in Q2 2026, an estimated $35.6K.
  • Visa made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #329 holding.
  • Triumph Capital Management first reported a position in Visa in Q2 2021 and has held it in 7 quarters since.
  • Triumph Capital Management's Visa position peaked at $326K in Q2 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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