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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
Q2 		$942K Buy
2,746
+70
+3% +$22.5K 0.1% 117
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 $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

Allegheny Financial Group's V Position: Q2 2026 in Review

Allegheny Financial Group increased its Visa (V) stake by 2.6% in Q2 2026, buying an estimated $22.5K and bringing the position to 2,746 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #117.

Allegheny Financial Group first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $946K in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Allegheny Financial Group held 2,746 shares of Visa worth $942K as of Q2 2026.
  • Allegheny Financial Group bought 70 Visa shares in Q2 2026, an estimated $22.5K.
  • Visa made up 0.1% of Allegheny Financial Group's portfolio in Q2 2026, its #117 holding.
  • Allegheny Financial Group first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Allegheny Financial Group's Visa position peaked at $946K in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.