AmeriFlex Group’s Visa V Stock Holding History

AmeriFlex 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 Q1	$299K	Sell	990 -307	-24%	-$98.7K	0.15%	137
2025 Q4	$455K	Sell	1,297 -549	-30%	-$187K	0.24%	96
2025 Q3	$630K	Sell	1,846 -1,384	-43%	-$479K	0.24%	83
2025 Q2	$1.12M	Buy	3,230 +803	+33%	+$280K	0.59%	40
2025 Q1	$851K	Buy	2,427 +2,008	+479%	+$679K	0.35%	65
2024 Q4	$143K	Buy	+419	New	+$126K	0.07%	250

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AmeriFlex Group's V Position: Q1 2026 in Review

AmeriFlex Group reduced its Visa (V) stake by 24% in Q1 2026, selling an estimated $98.7K and leaving 990 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #137.

AmeriFlex Group first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

AmeriFlex Group held 990 shares of Visa worth $299K as of Q1 2026.
AmeriFlex Group sold 307 Visa shares in Q1 2026, an estimated $98.7K.
Visa made up 0.15% of AmeriFlex Group's portfolio in Q1 2026, its #137 holding.
AmeriFlex Group first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Visa position peaked at $1.12M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.