AMBIA
V icon

Allen Mooney & Barnes Investment Advisors’s Visa V Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$6.01M Sell
17,504
-703
-4% -$226K 0.91% 39
2026
Q1 		$5.5M Buy
18,207
+8
+0% +$2.57K 0.79% 41
2025
Q4 		$6.38M Buy
18,199
+10
+0.1% +$3.41K 0.96% 36
2025
Q3 		$6.21M Sell
18,189
-622
-3% -$215K 0.97% 37
2025
Q2 		$6.68M Buy
18,811
+4
+0% +$1.39K 1.1% 33
2025
Q1 		$6.59M Sell
18,807
-1,093
-5% -$370K 1.07% 37
2024
Q4 		$6.29M Buy
19,900
+179
+0.9% +$53.8K 1.06% 33
2024
Q3 		$5.42M Buy
19,721
+226
+1% +$61.1K 0.92% 36
2024
Q2 		$5.12M Buy
19,495
+34
+0.2% +$9.32K 0.92% 37
2024
Q1 		$5.37M Sell
19,461
-28
-0.1% -$7.73K 1.03% 35
2023
Q4 		$5.07M Buy
19,489
+1,478
+8% +$364K 0.97% 34
2023
Q3 		$4.14M Buy
18,011
+126
+0.7% +$30.3K 0.88% 35
2023
Q2 		$4.25M Buy
17,885
+2,531
+16% +$579K 0.94% 35
2023
Q1 		$3.46M Sell
15,354
-547
-3% -$122K 0.83% 37
2022
Q4 		$3.3M Sell
15,901
-421
-3% -$84.9K 0.79% 38
2022
Q3 		$2.9M Sell
16,322
-327
-2% -$66.5K 0.78% 38
2022
Q2 		$3.28M Sell
16,649
-371
-2% -$76.7K 0.84% 38
2022
Q1 		$3.77M Buy
+17,020
New +$3.68M 0.84% 39

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

Allen Mooney & Barnes Investment Advisors's V Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $226K and leaving 17,504 shares worth $6.01M. The position accounts for 0.91% of the portfolio, ranked #39.

Allen Mooney & Barnes Investment Advisors first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.68M in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 17,504 shares of Visa worth $6.01M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 703 Visa shares in Q2 2026, an estimated $226K.
  • Visa made up 0.91% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Visa position peaked at $6.68M in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.