ZEGA Investments’s Visa V Stock Holding History

ZEGA 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 Q1	$121K	Buy	+400	New	+$129K	0.01%	286

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ZEGA Investments's V Position: Q1 2026 in Review

ZEGA Investments increased its Visa (V) stake by 0.03% in Q1 2026, buying an estimated $965 and bringing the position to 10,820 shares worth $3.27M. The position accounts for 0.37% of the portfolio, ranked #37.

ZEGA Investments first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

ZEGA Investments held 10,820 shares of Visa worth $3.27M as of Q1 2026.
ZEGA Investments bought 3 Visa shares in Q1 2026, an estimated $965.
Visa made up 0.37% of ZEGA Investments's portfolio in Q1 2026, its #37 holding.
ZEGA Investments first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
ZEGA Investments's Visa position peaked at $3.79M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.