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Abound Financial’s Visa V Stock Holding History

Abound Financial’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
Q2 		$352K Sell
1,026
-25
-2% -$8.03K 0.14% 47
2026
Q1 		$318K Buy
1,051
+21
+2% +$6.75K 0.14% 49
2025
Q4 		$361K Sell
1,030
-84
-8% -$28.6K 0.14% 48
2025
Q3 		$380K Sell
1,114
-30
-3% -$10.4K 0.15% 51
2025
Q2 		$406K Sell
1,144
-13
-1% -$4.53K 0.18% 48
2025
Q1 		$405K Sell
1,157
-206
-15% -$69.7K 0.21% 47
2024
Q4 		$431K Buy
+1,363
New +$410K 0.22% 47

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Abound Financial's V Position: Q2 2026 in Review

Abound Financial reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $8.03K and leaving 1,026 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #47.

Abound Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Abound Financial held 1,026 shares of Visa worth $352K as of Q2 2026.
  • Abound Financial sold 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.14% of Abound Financial's portfolio in Q2 2026, its #47 holding.
  • Abound Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Abound Financial's Visa position peaked at $431K in Q4 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.