Affiance Financial’s Visa V Stock Holding History

Affiance 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	$287K	Hold	837	–	–	0.04%	96
2026 Q1	$253K	Hold	837	–	–	0.04%	97
2025 Q4	$294K	Buy	837 +86	+11%	+$29.3K	0.05%	89
2025 Q3	$256K	Hold	751	–	–	0.05%	93
2025 Q2	$267K	Sell	751 -120	-14%	-$41.8K	0.05%	89
2025 Q1	$305K	Sell	871 -60	-6%	-$20.3K	0.07%	85
2024 Q4	$294K	Sell	931 -23	-2%	-$6.92K	0.07%	88
2024 Q3	$262K	Buy	954 +49	+5%	+$13.2K	0.06%	88
2024 Q2	$238K	Hold	905	–	–	0.06%	90
2024 Q1	$253K	Buy	905 +29	+3%	+$8.01K	0.07%	86
2023 Q4	$228K	Sell	876 -4	-0.5%	-$986	0.07%	94
2023 Q3	$202K	Sell	880 -11	-1%	-$2.64K	0.1%	91
2023 Q2	$212K	Buy	+891	New	+$204K	0.1%	97
2023 Q1	–	Sell	-884	Closed	-$184K	–	392
2022 Q4	$184K	Buy	+884	New	+$178K	0.07%	102

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Affiance Financial's V Position: Q2 2026 in Review

Affiance Financial held its Visa (V) position steady in Q2 2026 at 837 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #96.

Affiance Financial first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $305K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Affiance Financial held 837 shares of Visa worth $287K as of Q2 2026.
Affiance Financial left its Visa share count unchanged in Q2 2026.
Visa made up 0.04% of Affiance Financial's portfolio in Q2 2026, its #96 holding.
Affiance Financial first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Affiance Financial's Visa position peaked at $305K in Q1 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.