TCI
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Triveni Capital Investments’s Visa V Stock Holding History

Triveni Capital Investments’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 		$11.5M Buy
33,381
+5,495
+20% +$1.76M 13.66% 1
2026
Q1 		$8.43M Sell
27,886
-10,024
-26% -$3.22M 8.35% 4
2025
Q4 		$13.3M Buy
+37,910
New +$12.9M 9.92% 1

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

Triveni Capital Investments's V Position: Q2 2026 in Review

Triveni Capital Investments increased its Visa (V) stake by 20% in Q2 2026, buying an estimated $1.76M and bringing the position to 33,381 shares worth $11.5M. The position accounts for 13.66% of the portfolio, ranked #1.

Triveni Capital Investments first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Triveni Capital Investments held 33,381 shares of Visa worth $11.5M as of Q2 2026.
  • Triveni Capital Investments bought 5,495 Visa shares in Q2 2026, an estimated $1.76M.
  • Visa made up 13.66% of Triveni Capital Investments's portfolio in Q2 2026, its #1 holding.
  • Triveni Capital Investments first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Triveni Capital Investments's Visa position peaked at $13.3M in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Triveni Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.