AFAS
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Acorn Financial Advisory Services’s Visa V Stock Holding History

Acorn Financial Advisory Services’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 		$304K Buy
887
+11
+1% +$3.53K 0.04% 172
2026
Q1 		$265K Sell
876
-135
-13% -$43.4K 0.04% 177
2025
Q4 		$354K Sell
1,011
-63
-6% -$21.5K 0.05% 144
2025
Q3 		$367K Sell
1,074
-384
-26% -$133K 0.06% 138
2025
Q2 		$518K Buy
1,458
+377
+35% +$131K 0.08% 115
2025
Q1 		$379K Sell
1,081
-1,182
-52% -$400K 0.07% 124
2024
Q4 		$715K Buy
2,263
+20
+0.9% +$6.01K 0.12% 87
2024
Q3 		$617K Buy
2,243
+78
+4% +$21.1K 0.11% 87
2024
Q2 		$568K Buy
2,165
+182
+9% +$49.9K 0.11% 97
2024
Q1 		$553K Sell
1,983
-140
-7% -$38.7K 0.1% 99
2023
Q4 		$553K Buy
2,123
+21
+1% +$5.18K 0.1% 128
2023
Q3 		$484K Buy
2,102
+11
+0.5% +$2.64K 0.09% 137
2023
Q2 		$497K Buy
2,091
+23
+1% +$5.26K 0.09% 132
2023
Q1 		$466K Buy
2,068
+157
+8% +$34.9K 0.09% 129
2022
Q4 		$397K Buy
1,911
+60
+3% +$12.1K 0.08% 138
2022
Q3 		$329K Buy
1,851
+2
+0.1% +$407 0.08% 161
2022
Q2 		$364K Buy
1,849
+1
+0.1% +$207 0.09% 145
2022
Q1 		$410K Sell
1,848
-18
-1% -$3.89K 0.08% 153
2021
Q4 		$405K Buy
1,866
+9
+0.5% +$1.93K 0.08% 155
2021
Q3 		$413K Sell
1,857
-6,772
-78% -$1.59M 0.13% 147
2021
Q2 		$2.02M Buy
8,629
+698
+9% +$160K 0.59% 38
2021
Q1 		$1.68M Buy
7,931
+504
+7% +$106K 0.61% 41
2020
Q4 		$1.63M Buy
7,427
+6,047
+438% +$1.24M 0.64% 35
2020
Q3 		$276K Buy
1,380
+130
+10% +$26K 0.14% 170
2020
Q2 		$242K Buy
1,250
+6
+0.5% +$1.1K 0.17% 168
2020
Q1 		$200K Hold
1,244
– – 0.2% 156
2019
Q4 		$234K Buy
+1,244
New +$224K 0.2% 146

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

Acorn Financial Advisory Services's V Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $3.53K and bringing the position to 887 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #172.

Acorn Financial Advisory Services first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.02M in Q2 2021. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Acorn Financial Advisory Services held 887 shares of Visa worth $304K as of Q2 2026.
  • Acorn Financial Advisory Services bought 11 Visa shares in Q2 2026, an estimated $3.53K.
  • Visa made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #172 holding.
  • Acorn Financial Advisory Services first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Visa position peaked at $2.02M in Q2 2021.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.