SEC 13F Intelligence

West Branch Capital LLC / V

West Branch Capital LLC’s Visa Inc Position

Does West Branch Capital LLC own Visa Inc (V)? Yes22.0K shares worth $8M (+1.76% of its 13F portfolio) as of Q2 2026, up from 22.0K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
22.0K
% of Portfolio
+1.76%
Quarters Held
31
currently held

Position History V

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $1MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $7MQ2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202622.0K$8M+1.76%
Q1 202622.0K$7M+1.78%
Q4 202521.9K$8M+1.98%
Q3 202521.6K$7M+1.93%
Q2 202521.1K$8M+2.22%
Q1 202521.0K$7M+2.45%
Q4 202420.3K$6M+2.05%
Q3 202419.5K$5M+1.85%
Q2 202419.1K$5M+1.87%
Q1 202418.9K$5M+2.13%
Q4 202317.9K$5M+2.19%
Q3 202317.0K$4M+2.06%
Q2 202317.1K$4M+2.03%
Q1 202316.9K$4M+2.12%
Q4 202216.9K$4M+2.17%
Q3 202216.9K$3M+1.87%
Q2 202217.0K$3M+1.93%
Q1 202216.9K$4M+1.79%
Q4 202117.9K$4M+1.65%
Q3 202117.5K$4M+1.87%
Q2 202117.4K$4M+2.00%
Q1 202117.9K$4M+2.22%
Q4 202019.0K$4M+2.45%
Q3 202019.0K$4M+2.42%
Q2 202018.6K$4M+2.54%
Q1 202017.5K$3M+2.69%
Q4 201917.8K$3M+2.33%
Q3 20198.6K$1M+1.09%
Q2 20199.3K$2M+1.33%
Q1 20199.3K$1M+1.30%
Q4 20189.5K$1M+1.31%

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