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Trivant Custom Portfolio Group, LLC

SEC CIK
0001977992
Latest filing
Jul 27, 2026

V holding history

Visa Inc. in every 13F filed by Trivant Custom Portfolio Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
9,588
Value
$3.29M
% of portfolio
1.8%
Quarters held
14
Since Q1 2023
Holdings of V by Trivant Custom Portfolio Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,588$3.29M1.8%−51−0.5%ReducedHolders
Q1 20269,639$2.91M1.6%−10.0%ReducedHolders
Q4 20259,640$3.38M1.9%+38+0.4%AddedHolders
Q3 20259,602$3.28M1.7%+44+0.5%AddedHolders
Q2 20259,558$3.39M1.9%−73−0.8%ReducedHolders
Q1 20259,631$3.38M1.9%−97−1.0%ReducedHolders
Q4 20249,728$3.07M1.8%−132−1.3%ReducedHolders
Q3 20249,860$2.71M1.6%+27+0.3%AddedHolders
Q2 20249,833$2.58M1.6%−14−0.1%ReducedHolders
Q1 20249,847$2.75M1.7%−168−1.7%ReducedHolders
Q4 202310,015$2.61M1.7%−25−0.2%ReducedHolders
Q3 202310,040$2.31M1.7%+33+0.3%AddedHolders
Q2 202310,007$2.38M1.7%−51−0.5%ReducedHolders
Q1 202310,058$2.27M1.6%–No prior filingHolders