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Allium Financial Advisors’s Visa V Stock Holding History

Allium Financial 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
Q1 		$239K Buy
790
+46
+6% +$14.8K 0.19% 70
2025
Q4 		$261K Sell
744
-209
-22% -$71.2K 0.21% 61
2025
Q3 		$325K Sell
953
-569
-37% -$197K 0.27% 54
2025
Q2 		$540K Hold
1,522
– – 0.47% 35
2025
Q1 		$533K Buy
+1,522
New +$515K 0.49% 36

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

Allium Financial Advisors's V Position: Q1 2026 in Review

Allium Financial Advisors increased its Visa (V) stake by 6.2% in Q1 2026, buying an estimated $14.8K and bringing the position to 790 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #70.

Allium Financial Advisors first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $540K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Allium Financial Advisors held 790 shares of Visa worth $239K as of Q1 2026.
  • Allium Financial Advisors bought 46 Visa shares in Q1 2026, an estimated $14.8K.
  • Visa made up 0.19% of Allium Financial Advisors's portfolio in Q1 2026, its #70 holding.
  • Allium Financial Advisors first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Visa position peaked at $540K in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.