Whittier Trust’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 | $137M | Buy |
451,573
+15,593
| +4% | +$5.01M | 1.55% | 12 |
|
|
2025
Q4 | $156M | Buy |
435,980
+17,615
| +4% | +$6M | 1.69% | 12 |
|
|
2025
Q3 | $146M | Buy |
418,365
+4,652
| +1% | +$1.61M | 1.67% | 11 |
|
|
2025
Q2 | $147M | Buy |
413,713
+21,484
| +5% | +$7.49M | 1.77% | 11 |
|
|
2025
Q1 | $137M | Sell |
392,229
-41,947
| -10% | -$14.2M | 1.91% | 9 |
|
|
2024
Q4 | $137M | Sell |
434,176
-1,259
| -0.3% | -$379K | 1.81% | 10 |
|
|
2024
Q3 | $120M | Sell |
435,435
-20,001
| -4% | -$5.41M | 1.6% | 9 |
|
|
2024
Q2 | $120M | Buy |
455,436
+9,271
| +2% | +$2.54M | 1.7% | 9 |
|
|
2024
Q1 | $125M | Buy |
446,165
+4,130
| +0.9% | +$1.14M | 1.82% | 10 |
|
|
2023
Q4 | $115M | Buy |
442,035
+2,354
| +0.5% | +$580K | 1.87% | 9 |
|
|
2023
Q3 | $101M | Buy |
439,681
+7,832
| +2% | +$1.88M | 1.8% | 9 |
|
|
2023
Q2 | $103M | Sell |
431,849
-19,010
| -4% | -$4.35M | 1.78% | 9 |
|
|
2023
Q1 | $102M | Buy |
450,859
+8,042
| +2% | +$1.79M | 1.85% | 10 |
|
|
2022
Q4 | $92M | Buy |
442,817
+2,732
| +0.6% | +$551K | 1.79% | 8 |
|
|
2022
Q3 | $78.2M | Buy |
440,085
+10,319
| +2% | +$2.1M | 1.64% | 9 |
|
|
2022
Q2 | $84.6M | Sell |
429,766
-7,810
| -2% | -$1.61M | 1.71% | 8 |
|
|
2022
Q1 | $97M | Buy |
437,576
+2,271
| +0.5% | +$491K | 1.64% | 9 |
|
|
2021
Q4 | $94.3M | Sell |
435,305
-4,051
| -0.9% | -$870K | 1.53% | 10 |
|
|
2021
Q3 | $97.9M | Sell |
439,356
-3,042
| -0.7% | -$713K | 1.78% | 9 |
|
|
2021
Q2 | $103M | Buy |
442,398
+1,007
| +0.2% | +$230K | 1.84% | 9 |
|
|
2021
Q1 | $93.5M | Sell |
441,391
-5,740
| -1% | -$1.21M | 1.82% | 9 |
|
|
2020
Q4 | $97.8M | Buy |
447,131
+16,167
| +4% | +$3.31M | 2.09% | 8 |
|
|
2020
Q3 | $86.2M | Buy |
430,964
+1,718
| +0.4% | +$343K | 2.05% | 7 |
|
|
2020
Q2 | $82.9M | Buy |
429,246
+20,413
| +5% | +$3.73M | 2.3% | 5 |
|
|
2020
Q1 | $65.9M | Sell |
408,833
-1,923
| -0.5% | -$362K | 2.15% | 7 |
|
|
2019
Q4 | $77.2M | Buy |
410,756
+8,533
| +2% | +$1.54M | 2.03% | 7 |
|
|
2019
Q3 | $69.2M | Buy |
402,223
+1,379
| +0.3% | +$246K | 1.98% | 6 |
|
|
2019
Q2 | $69.6M | Buy |
400,844
+7,798
| +2% | +$1.28M | 2.04% | 6 |
|
|
2019
Q1 | $61.4M | Buy |
393,046
+5,937
| +2% | +$856K | 1.88% | 8 |
|
|
2018
Q4 | $51.1M | Buy |
387,109
+7,572
| +2% | +$1.05M | 1.76% | 10 |
|
|
2018
Q3 | $57M | Buy |
379,537
+2,348
| +0.6% | +$334K | 1.78% | 9 |
|
|
2018
Q2 | $50M | Buy |
377,189
+11,556
| +3% | +$1.49M | 1.65% | 10 |
|
|
2018
Q1 | $43.7M | Buy |
365,633
+10,202
| +3% | +$1.24M | 1.47% | 12 |
|
|
2017
Q4 | $40.5M | Buy |
355,431
+7,816
| +2% | +$863K | 1.41% | 10 |
|
|
2017
Q3 | $36.6M | Buy |
347,615
+4,276
| +1% | +$434K | 1.33% | 12 |
|
|
2017
Q2 | $32.2M | Sell |
343,339
-7,032
| -2% | -$653K | 1.24% | 13 |
|
|
2017
Q1 | $31.1M | Buy |
350,371
+7,634
| +2% | +$657K | 1.26% | 13 |
|
|
2016
Q4 | $26.7M | Buy |
342,737
+2,052
| +0.6% | +$165K | 1.14% | 15 |
|
|
2016
Q3 | $28.2M | Sell |
340,685
-8,689
| -2% | -$696K | 1.23% | 14 |
|
|
2016
Q2 | $25.9M | Sell |
349,374
-11,354
| -3% | -$889K | 1.14% | 13 |
|
|
2016
Q1 | $27.6M | Buy |
360,728
+11,269
| +3% | +$819K | 1.22% | 13 |
|
|
2015
Q4 | $27.1M | Buy |
349,459
+11,182
| +3% | +$866K | 1.23% | 12 |
|
|
2015
Q3 | $23.6M | Sell |
338,277
-678
| -0.2% | -$48.4K | 1.15% | 14 |
|
|
2015
Q2 | $22.8M | Buy |
338,955
+16,491
| +5% | +$1.12M | 1.01% | 17 |
|
|
2015
Q1 | $21.1M | Buy |
322,464
+12,672
| +4% | +$838K | 0.97% | 17 |
|
|
2014
Q4 | $20.3M | Buy |
309,792
+5,184
| +2% | +$312K | 0.96% | 16 |
|
|
2014
Q3 | $16.2M | Buy |
304,608
+7,780
| +3% | +$418K | 0.79% | 31 |
|
|
2014
Q2 | $15.6M | Buy |
296,828
+8,464
| +3% | +$442K | 0.77% | 34 |
|
|
2014
Q1 | $15.6M | Buy |
288,364
+4,304
| +2% | +$239K | 0.8% | 31 |
|
|
2013
Q4 | $15.8M | Buy |
284,060
+20,972
| +8% | +$1.06M | 0.81% | 29 |
|
|
2013
Q3 | $12.6M | Buy |
263,088
+61,488
| +31% | +$2.84M | 0.68% | 40 |
|
|
2013
Q2 | $9.21M | Buy |
+201,600
| New | +$8.82M | 0.52% | 48 |
|
Other funds holding V
VCM
VPM
Whittier Trust's V Position: Q1 2026 in Review
Whittier Trust increased its Visa (V) stake by 3.6% in Q1 2026, buying an estimated $5.01M and bringing the position to 451,573 shares worth $137M. The position accounts for 1.55% of the portfolio, ranked #12.
Whittier Trust first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $156M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Whittier Trust held 451,573 shares of Visa worth $137M as of Q1 2026.
- Whittier Trust bought 15,593 Visa shares in Q1 2026, an estimated $5.01M.
- Visa made up 1.55% of Whittier Trust's portfolio in Q1 2026, its #12 holding.
- Whittier Trust first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's Visa position peaked at $156M in Q4 2025.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.