WI
V icon

Westbourne Investments’s Visa V Stock Holding History

Westbourne 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 		$3.47M Buy
10,105
+200
+2% +$64.2K 1.41% 19
2026
Q1 		$2.99M Sell
9,905
-60
-0.6% -$19.3K 1.42% 23
2025
Q4 		$3.49M Sell
9,965
-30
-0.3% -$10.2K 1.63% 19
2025
Q3 		$3.41M Sell
9,995
-200
-2% -$69.2K 1.63% 16
2025
Q2 		$3.62M Sell
10,195
-478
-4% -$167K 1.93% 13
2025
Q1 		$3.74M Sell
10,673
-50
-0.5% -$16.9K 2.26% 9
2024
Q4 		$3.39M Buy
+10,723
New +$3.22M 2% 11

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

Westbourne Investments's V Position: Q2 2026 in Review

Westbourne Investments increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $64.2K and bringing the position to 10,105 shares worth $3.47M. The position accounts for 1.41% of the portfolio, ranked #19.

Westbourne Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westbourne Investments held 10,105 shares of Visa worth $3.47M as of Q2 2026.
  • Westbourne Investments bought 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 1.41% of Westbourne Investments's portfolio in Q2 2026, its #19 holding.
  • Westbourne Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Visa position peaked at $3.74M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.