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Alpha Financial Partners’s Visa V Stock Holding History

Alpha Financial Partners’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 		$224K Buy
+652
New +$209K 0.12% 110
2024
Q4 		– Sell
-973
Closed -$267K – 155
2024
Q3 		$267K Buy
+973
New +$263K 0.19% 84
2023
Q2 		– Sell
-946
Closed -$213K – 100
2023
Q1 		$213K Sell
946
-40
-4% -$8.9K 0.24% 89
2022
Q4 		$205K Buy
+986
New +$199K 0.25% 78

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

Alpha Financial Partners's V Position: Q2 2026 in Review

Alpha Financial Partners opened a new position in Visa (V) in Q2 2026: 652 shares worth $224K. The stake represents 0.12% of the portfolio and ranks #110 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in V as recently as Q3 2024.

Alpha Financial Partners first reported a position in V in Q4 2022 and has held it in 4 quarters since. The position peaked at $267K in Q3 2024. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alpha Financial Partners held 652 shares of Visa worth $224K as of Q2 2026.
  • Visa was a new Alpha Financial Partners position in Q2 2026.
  • Visa made up 0.12% of Alpha Financial Partners's portfolio in Q2 2026, its #110 holding.
  • Alpha Financial Partners first reported a position in Visa in Q4 2022 and has held it in 4 quarters since.
  • Alpha Financial Partners's Visa position peaked at $267K in Q3 2024.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.