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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
Q2 		$216K Sell
631
-159
-20% -$51K 0.14% 74
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 $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

Allium Financial Advisors's V Position: Q2 2026 in Review

Allium Financial Advisors reduced its Visa (V) stake by 20% in Q2 2026, selling an estimated $51K and leaving 631 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #74.

Allium Financial Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q2 2025. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Allium Financial Advisors held 631 shares of Visa worth $216K as of Q2 2026.
  • Allium Financial Advisors sold 159 Visa shares in Q2 2026, an estimated $51K.
  • Visa made up 0.14% of Allium Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Allium Financial Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Visa position peaked at $540K in Q2 2025.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.