Aft Forsyth & Sober’s Visa V Stock Holding History

Aft Forsyth & Sober’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 Q1	$1.54M	Hold	5,100	–	–	0.47%	49
2025 Q4	$1.79M	Hold	5,100	–	–	0.54%	42
2025 Q3	$1.74M	Hold	5,100	–	–	0.54%	44
2025 Q2	$1.81M	Buy	5,100 +350	+7%	+$122K	0.61%	40
2025 Q1	$1.66M	Hold	4,750	–	–	0.58%	48
2024 Q4	$1.5M	Hold	4,750	–	–	0.49%	52
2024 Q3	$1.31M	Hold	4,750	–	–	0.43%	64
2024 Q2	$1.25M	Hold	4,750	–	–	0.43%	65
2024 Q1	$1.33M	Hold	4,750	–	–	0.47%	65
2023 Q4	$1.24M	Hold	4,750	–	–	0.48%	66
2023 Q3	$1.09M	Hold	4,750	–	–	0.46%	69
2023 Q2	$1.13M	Hold	4,750	–	–	0.47%	68
2023 Q1	$1.07M	Hold	4,750	–	–	0.54%	64
2022 Q4	$987K	Hold	4,750	–	–	0.44%	69
2022 Q3	$844K	Hold	4,750	–	–	0.41%	70
2022 Q2	$935K	Hold	4,750	–	–	0.43%	72
2022 Q1	$1.05M	Hold	4,750	–	–	0.41%	75
2021 Q4	$1.03M	Hold	4,750	–	–	0.36%	74
2021 Q3	$1.06M	Hold	4,750	–	–	0.4%	74
2021 Q2	$1.11M	Hold	4,750	–	–	0.42%	61
2021 Q1	$1M	Buy	4,750 +2,350	+98%	+$495K	0.41%	61
2020 Q4	$525K	Buy	+2,400	New	+$491K	0.41%	33
2020 Q3	–	Sell	-225	Closed	-$43K	–	56
2020 Q2	$43K	Buy	+225	New	+$41.1K	0.31%	43
2020 Q1	–	Sell	-670	Closed	-$126K	–	66
2019 Q4	$126K	Buy	+670	New	+$121K	0.12%	23

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aft Forsyth & Sober's V Position: Q1 2026 in Review

Aft Forsyth & Sober held its Visa (V) position steady in Q1 2026 at 5,100 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #49.

Aft Forsyth & Sober first reported a position in V in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.81M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Aft Forsyth & Sober held 5,100 shares of Visa worth $1.54M as of Q1 2026.
Aft Forsyth & Sober left its Visa share count unchanged in Q1 2026.
Visa made up 0.47% of Aft Forsyth & Sober's portfolio in Q1 2026, its #49 holding.
Aft Forsyth & Sober first reported a position in Visa in Q4 2019 and has held it in 24 quarters since.
Aft Forsyth & Sober's Visa position peaked at $1.81M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.