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West Branch Capital’s Visa V Stock Holding History

West Branch Capital’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 		$7.56M Buy
22,041
+79
+0.4% +$25.4K 1.76% 16
2026
Q1 		$6.64M Buy
21,962
+83
+0.4% +$26.7K 1.78% 16
2025
Q4 		$7.67M Buy
21,879
+328
+2% +$112K 1.98% 15
2025
Q3 		$7.36M Buy
21,551
+404
+2% +$140K 1.93% 14
2025
Q2 		$7.51M Buy
21,147
+173
+0.8% +$60.3K 2.22% 13
2025
Q1 		$7.35M Buy
20,974
+679
+3% +$230K 2.45% 10
2024
Q4 		$6.41M Buy
20,295
+830
+4% +$250K 2.05% 11
2024
Q3 		$5.35M Buy
19,465
+325
+2% +$87.9K 1.85% 15
2024
Q2 		$5.02M Buy
19,140
+234
+1% +$64.1K 1.87% 12
2024
Q1 		$5.28M Buy
18,906
+1,029
+6% +$284K 2.13% 11
2023
Q4 		$4.65M Buy
17,877
+843
+5% +$208K 2.19% 10
2023
Q3 		$3.92M Sell
17,034
-57
-0.3% -$13.7K 2.06% 12
2023
Q2 		$4.06M Buy
17,091
+233
+1% +$53.3K 2.03% 10
2023
Q1 		$3.8M Sell
16,858
-66
-0.4% -$14.7K 2.12% 10
2022
Q4 		$3.52M Sell
16,924
-5
-0% -$1.01K 2.17% 13
2022
Q3 		$3.01M Sell
16,929
-46
-0.3% -$9.36K 1.87% 14
2022
Q2 		$3.34M Buy
16,975
+101
+0.6% +$20.9K 1.93% 12
2022
Q1 		$3.74M Sell
16,874
-1,049
-6% -$227K 1.79% 14
2021
Q4 		$3.88M Buy
17,923
+465
+3% +$99.8K 1.65% 16
2021
Q3 		$3.89M Buy
17,458
+58
+0.3% +$13.6K 1.87% 12
2021
Q2 		$4.07M Sell
17,400
-521
-3% -$119K 2% 10
2021
Q1 		$3.79M Sell
17,921
-1,040
-5% -$219K 2.22% 11
2020
Q4 		$4.15M Sell
18,961
-5
-0% -$1.02K 2.45% 9
2020
Q3 		$3.79M Buy
18,966
+317
+2% +$63.3K 2.42% 9
2020
Q2 		$3.6M Buy
18,649
+1,182
+7% +$216K 2.54% 9
2020
Q1 		$2.81M Sell
17,467
-371
-2% -$69.9K 2.69% 11
2019
Q4 		$3.35M Buy
17,838
+9,282
+108% +$1.67M 2.33% 11
2019
Q3 		$1.47M Sell
8,556
-730
-8% -$130K 1.09% 27
2019
Q2 		$1.61M Sell
9,286
-26
-0.3% -$4.26K 1.33% 21
2019
Q1 		$1.45M Sell
9,312
-139
-1% -$20K 1.3% 22
2018
Q4 		$1.25M Sell
9,451
-50
-0.5% -$6.91K 1.31% 23
2018
Q3 		$1.43M Sell
9,501
-1,819
-16% -$259K 1.06% 32
2018
Q2 		$1.5M Buy
+11,320
New +$1.46M 1.18% 29

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

West Branch Capital's V Position: Q2 2026 in Review

West Branch Capital increased its Visa (V) stake by 0.36% in Q2 2026, buying an estimated $25.4K and bringing the position to 22,041 shares worth $7.56M. The position accounts for 1.76% of the portfolio, ranked #16.

West Branch Capital first reported a position in V in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.67M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • West Branch Capital held 22,041 shares of Visa worth $7.56M as of Q2 2026.
  • West Branch Capital bought 79 Visa shares in Q2 2026, an estimated $25.4K.
  • Visa made up 1.76% of West Branch Capital's portfolio in Q2 2026, its #16 holding.
  • West Branch Capital first reported a position in Visa in Q2 2018 and has held it in 33 quarters since.
  • West Branch Capital's Visa position peaked at $7.67M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.