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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
Q2 		$2.78M Buy
8,108
+95
+1% +$30.5K 1.95% 15
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 $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

Twin City Private Wealth's V Position: Q2 2026 in Review

Twin City Private Wealth increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 8,108 shares worth $2.78M. The position accounts for 1.95% of the portfolio, ranked #15.

Twin City Private Wealth first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Twin City Private Wealth held 8,108 shares of Visa worth $2.78M as of Q2 2026.
  • Twin City Private Wealth bought 95 Visa shares in Q2 2026, an estimated $30.5K.
  • Visa made up 1.95% of Twin City Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Twin City Private Wealth first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.