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Twin City Private Wealth’s Visa V Stock Holding History

Twin City Private Wealth’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 		$2.42M Buy
8,013
+2,118
+36% +$681K 1.84% 20
2025
Q4 		$2.07M Sell
5,895
-8
-0.1% -$2.73K 1.56% 25
2025
Q3 		$2.02M Buy
5,903
+148
+3% +$51.2K 1.57% 21
2025
Q2 		$2.04M Buy
5,755
+252
+5% +$87.8K 1.67% 22
2025
Q1 		$1.93M Sell
5,503
-521
-9% -$176K 1.7% 20
2024
Q4 		$1.9M Sell
6,024
-773
-11% -$232K 1.68% 21
2024
Q3 		$1.87M Buy
6,797
+74
+1% +$20K 1.62% 21
2024
Q2 		$1.76M Buy
6,723
+603
+10% +$165K 1.67% 21
2024
Q1 		$1.71M Buy
+6,120
New +$1.69M 1.68% 23

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

Twin City Private Wealth's V Position: Q1 2026 in Review

Twin City Private Wealth increased its Visa (V) stake by 36% in Q1 2026, buying an estimated $681K and bringing the position to 8,013 shares worth $2.42M. The position accounts for 1.84% of the portfolio, ranked #20.

Twin City Private Wealth first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Twin City Private Wealth held 8,013 shares of Visa worth $2.42M as of Q1 2026.
  • Twin City Private Wealth bought 2,118 Visa shares in Q1 2026, an estimated $681K.
  • Visa made up 1.84% of Twin City Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Twin City Private Wealth first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.