SEC 13F Intelligence

Florida Trust Wealth Management Co / V

Florida Trust Wealth Management Co’s Visa Inc Position

Does Florida Trust Wealth Management Co own Visa Inc (V)? Yes — 256.6K shares worth $78M (+2.17% of its 13F portfolio) as of Q1 2026, down from 258.0K shares the prior filed quarter.

Position Value
$78M
Q1 2026
Shares
256.6K
% of Portfolio
+2.17%
Quarters Held
10
currently held

Position History V

Reported value by quarter
Q4 ’23: $79MQ4 ’23Q1 ’24: $84MQ2 ’24: $76MQ2 ’24Q3 ’24: $79MQ4 ’24: $89MQ4 ’24Q1 ’25: $96MQ2 ’25: $94MQ2 ’25Q3 ’25: $89MQ4 ’25: $90MQ4 ’25Q1 ’26: $78Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026256.6K$78M+2.17%
Q4 2025258.0K$90M+2.50%
Q3 2025261.4K$89M+2.54%
Q2 2025264.7K$94M+2.89%
Q1 2025274.4K$96M+3.12%
Q4 2024281.8K$89M+2.85%
Q3 2024286.6K$79M+2.52%
Q2 2024290.6K$76M+2.61%
Q1 2024299.9K$84M+2.85%
Q4 2023304.7K$79M+2.92%

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