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Allworth Financial’s Visa V Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 1097
2025
Q4 		– Hold
0
– – – 1006
2025
Q3 		– Hold
0
– – – 961

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

Allworth Financial's V Position: Q1 2026 in Review

Allworth Financial reduced its Visa (V) stake by 4.9% in Q1 2026, selling an estimated $2.44M and leaving 146,395 shares worth $44.2M. The position accounts for 0.18% of the portfolio, ranked #80.

Allworth Financial first reported a position in V in Q1 2015 and has held it in 45 quarters since. The position peaked at $54M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Allworth Financial held 146,395 shares of Visa worth $44.2M as of Q1 2026.
  • Allworth Financial sold 7,585 Visa shares in Q1 2026, an estimated $2.44M.
  • Visa made up 0.18% of Allworth Financial's portfolio in Q1 2026, its #80 holding.
  • Allworth Financial first reported a position in Visa in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Visa position peaked at $54M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.