WBI Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $443K | Sell |
1,465
-4,720
| -76% | -$1.52M | 0.12% | 201 |
|
|
2025
Q4 | $2.17M | Buy |
6,185
+361
| +6% | +$123K | 0.57% | 32 |
|
|
2025
Q3 | $1.99M | Buy |
5,824
+2,029
| +53% | +$702K | 0.51% | 47 |
|
|
2025
Q2 | $1.35M | Buy |
3,795
+1,974
| +108% | +$688K | 0.35% | 83 |
|
|
2025
Q1 | $638K | Sell |
1,821
-6,142
| -77% | -$2.08M | 0.17% | 133 |
|
|
2024
Q4 | $2.52M | Buy |
7,963
+5,081
| +176% | +$1.53M | 0.63% | 44 |
|
|
2024
Q3 | $792K | Sell |
2,882
-480
| -14% | -$130K | 0.19% | 127 |
|
|
2024
Q2 | $882K | Buy |
+3,362
| New | +$921K | 0.21% | 100 |
|
|
2024
Q1 | – | Sell |
-12,873
| Closed | -$3.35M | – | 254 |
|
|
2023
Q4 | $3.35M | Buy |
12,873
+5,636
| +78% | +$1.39M | 0.67% | 36 |
|
|
2023
Q3 | $1.66M | Sell |
7,237
-15,659
| -68% | -$3.76M | 0.34% | 85 |
|
|
2023
Q2 | $5.44M | Buy |
22,896
+12,089
| +112% | +$2.77M | 0.98% | 19 |
|
|
2023
Q1 | $2.44M | Sell |
10,807
-8,330
| -44% | -$1.85M | 0.49% | 50 |
|
|
2022
Q4 | $3.98M | Buy |
+19,137
| New | +$3.86M | 0.85% | 26 |
|
|
2020
Q4 | – | Sell |
-32,441
| Closed | -$6.49M | – | 202 |
|
|
2020
Q3 | $6.49M | Sell |
32,441
-23,035
| -42% | -$4.6M | 1% | 34 |
|
|
2020
Q2 | $10.7M | Buy |
+55,476
| New | +$10.1M | 1.72% | 22 |
|
|
2020
Q1 | – | Sell |
-34,769
| Closed | -$6.53M | – | 203 |
|
|
2019
Q4 | $6.53M | Sell |
34,769
-8,824
| -20% | -$1.59M | 0.7% | 30 |
|
|
2019
Q3 | $7.5M | Buy |
43,593
+28,325
| +186% | +$5.05M | 0.71% | 35 |
|
|
2019
Q2 | $2.65M | Buy |
15,268
+8,475
| +125% | +$1.39M | 0.23% | 93 |
|
|
2019
Q1 | $1.06M | Buy |
+6,793
| New | +$979K | 0.08% | 169 |
|
|
2018
Q4 | – | Sell |
-17,190
| Closed | -$2.58M | – | 228 |
|
|
2018
Q3 | $2.58M | Sell |
17,190
-8,360
| -33% | -$1.19M | 0.14% | 116 |
|
|
2018
Q2 | $3.38M | Sell |
25,550
-1,760
| -6% | -$227K | 0.18% | 86 |
|
|
2018
Q1 | $3.27M | Buy |
+27,310
| New | +$3.31M | 0.17% | 82 |
|
|
2015
Q3 | – | Sell |
-162,835
| Closed | -$10.9M | – | 261 |
|
|
2015
Q2 | $10.9M | Buy |
+162,835
| New | +$11M | 0.28% | 76 |
|
|
2014
Q4 | – | Sell |
-236,384
| Closed | -$12.6M | – | 242 |
|
|
2014
Q3 | $12.6M | Buy |
+236,384
| New | +$12.7M | 0.37% | 60 |
|
Other funds holding V
VCM
VPM
WBI Investments's V Position: Q1 2026 in Review
WBI Investments reduced its Visa (V) stake by 76% in Q1 2026, selling an estimated $1.52M and leaving 1,465 shares worth $443K. The position accounts for 0.12% of the portfolio, ranked #201.
WBI Investments first reported a position in V in Q3 2014 and has held it in 24 quarters since. The position peaked at $12.6M in Q3 2014. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.
- WBI Investments held 1,465 shares of Visa worth $443K as of Q1 2026.
- WBI Investments sold 4,720 Visa shares in Q1 2026, an estimated $1.52M.
- Visa made up 0.12% of WBI Investments's portfolio in Q1 2026, its #201 holding.
- WBI Investments first reported a position in Visa in Q3 2014 and has held it in 24 quarters since.
- WBI Investments's Visa position peaked at $12.6M in Q3 2014.
- 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.