AFG
V icon

Allegheny Financial Group’s Visa V Stock Holding History

Allegheny Financial Group’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 		$809K Buy
2,676
+19
+0.7% +$6.11K 0.11% 119
2025
Q4 		$932K Sell
2,657
-69
-3% -$23.5K 0.14% 105
2025
Q3 		$931K Buy
2,726
+62
+2% +$21.5K 0.17% 101
2025
Q2 		$946K Buy
2,664
+57
+2% +$19.9K 0.21% 93
2025
Q1 		$914K Sell
2,607
-88
-3% -$29.8K 0.23% 84
2024
Q4 		$852K Sell
2,695
-468
-15% -$141K 0.22% 82
2024
Q3 		$870K Buy
3,163
+69
+2% +$18.7K 0.21% 85
2024
Q2 		$812K Buy
3,094
+343
+12% +$94K 0.23% 84
2024
Q1 		$768K Sell
2,751
-158
-5% -$43.6K 0.24% 81
2023
Q4 		$757K Buy
2,909
+13
+0.4% +$3.2K 0.24% 80
2023
Q3 		$666K Buy
2,896
+591
+26% +$142K 0.25% 75
2023
Q2 		$547K Sell
2,305
-2
-0.1% -$458 0.26% 77
2023
Q1 		$520K Buy
+2,307
New +$513K 0.21% 98

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return