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Alliance Wealth Management Group’s Visa V Stock Holding History

Alliance Wealth Management 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 		$469K Hold
1,366
– – 0.09% 66
2026
Q1 		$413K Hold
1,366
– – 0.09% 69
2025
Q4 		$479K Hold
1,366
– – 0.11% 66
2025
Q3 		$466K Buy
1,366
+701
+105% +$243K 0.1% 67
2025
Q2 		$236K Hold
665
– – 0.06% 79
2025
Q1 		$233K Hold
665
– – 0.06% 76
2024
Q4 		$210K Buy
+665
New +$200K 0.06% 82
2024
Q2 		– Sell
-735
Closed -$205K – 84
2024
Q1 		$205K Buy
+735
New +$203K 0.06% 79

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

Alliance Wealth Management Group's V Position: Q2 2026 in Review

Alliance Wealth Management Group held its Visa (V) position steady in Q2 2026 at 1,366 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #66.

Alliance Wealth Management Group first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $479K in Q4 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alliance Wealth Management Group held 1,366 shares of Visa worth $469K as of Q2 2026.
  • Alliance Wealth Management Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.09% of Alliance Wealth Management Group's portfolio in Q2 2026, its #66 holding.
  • Alliance Wealth Management Group first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • Alliance Wealth Management Group's Visa position peaked at $479K in Q4 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.