SEC 13F Intelligence

Colonial Trust Advisors / V

Colonial Trust Advisors’s Visa Inc Position

Does Colonial Trust Advisors own Visa Inc (V)? Yes77.6K shares worth $23M (+1.82% of its 13F portfolio) as of Q1 2026, down from 80.0K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
77.6K
% of Portfolio
+1.82%
Quarters Held
15
currently held

Position History V

Reported value by quarter
Q3 ’22: $15MQ3 ’22Q4 ’22: $18MQ1 ’23: $19MQ1 ’23Q2 ’23: $19MQ3 ’23: $19MQ3 ’23Q4 ’23: $21MQ1 ’24: $22MQ1 ’24Q2 ’24: $21MQ3 ’24: $23MQ3 ’24Q4 ’24: $26MQ1 ’25: $29MQ1 ’25Q2 ’25: $29MQ3 ’25: $28MQ3 ’25Q4 ’25: $28MQ1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.6K$23M+1.82%
Q4 202580.0K$28M+2.11%
Q3 202580.7K$28M+2.12%
Q2 202581.5K$29M+2.39%
Q1 202582.4K$29M+2.57%
Q4 202482.6K$26M+2.31%
Q3 202483.7K$23M+1.99%
Q2 202479.8K$21M+2.00%
Q1 202479.9K$22M+2.20%
Q4 202381.4K$21M+2.25%
Q3 202380.9K$19M+2.13%
Q2 202381.8K$19M+2.16%
Q1 202385.2K$19M+2.26%
Q4 202286.0K$18M+2.19%
Q3 202285.7K$15M+2.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Colonial Trust Advisors’s full portfolio or all institutional holders of V.