Atomi Financial Group’s Visa V Stock Holding History

Atomi Financial 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	$6.2M	Sell	20,527 -1,595	-7%	-$513K	0.19%	99
2025 Q4	$7.76M	Buy	22,122 +1,922	+10%	+$655K	0.23%	82
2025 Q3	$6.9M	Buy	20,200 +738	+4%	+$255K	0.22%	82
2025 Q2	$6.91M	Buy	19,462 +1,470	+8%	+$512K	0.26%	72
2025 Q1	$6.31M	Buy	17,992 +2,012	+13%	+$681K	0.29%	70
2024 Q4	$5.05M	Buy	15,980 +2,630	+20%	+$791K	0.26%	79
2024 Q3	$3.67M	Buy	13,350 +747	+6%	+$202K	0.23%	86
2024 Q2	$3.31M	Buy	12,603 +2,816	+29%	+$772K	0.24%	85
2024 Q1	$2.73M	Buy	9,787 +550	+6%	+$152K	0.25%	89
2023 Q4	$2.4M	Buy	9,237 +3,902	+73%	+$962K	0.33%	60
2023 Q3	$1.23M	Buy	5,335 +1,715	+47%	+$412K	0.41%	67
2023 Q2	$860K	Buy	3,620 +618	+21%	+$141K	0.39%	71
2023 Q1	$677K	Buy	+3,002	New	+$668K	0.38%	77

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

Atomi Financial Group's V Position: Q1 2026 in Review

Atomi Financial Group reduced its Visa (V) stake by 7.2% in Q1 2026, selling an estimated $513K and leaving 20,527 shares worth $6.2M. The position accounts for 0.19% of the portfolio, ranked #99.

Atomi Financial Group first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.76M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Atomi Financial Group held 20,527 shares of Visa worth $6.2M as of Q1 2026.
Atomi Financial Group sold 1,595 Visa shares in Q1 2026, an estimated $513K.
Visa made up 0.19% of Atomi Financial Group's portfolio in Q1 2026, its #99 holding.
Atomi Financial Group first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's Visa position peaked at $7.76M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.