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Aviso Financial’s Visa V Stock Holding History

Aviso 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
Q2 		$99.1M Sell
288,711
-8,881
-3% -$2.85M 3.44% 6
2026
Q1 		$89.9M Buy
297,592
+904
+0.3% +$291K 3.19% 6
2025
Q4 		$104M Buy
296,688
+2,136
+0.7% +$728K 3.95% 4
2025
Q3 		$101M Buy
294,552
+6,000
+2% +$2.08M 4.09% 4
2025
Q2 		$102M Buy
288,552
+5,327
+2% +$1.86M 4.62% 2
2025
Q1 		$99.3M Sell
283,225
-1,392
-0.5% -$471K 4.89% 2
2024
Q4 		$90M Buy
284,617
+7,764
+3% +$2.33M 4.54% 2
2024
Q3 		$76.1M Buy
276,853
+6,598
+2% +$1.78M 3.77% 6
2024
Q2 		$70.9M Buy
+270,255
New +$74.1M 3.95% 5

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

Aviso Financial's V Position: Q2 2026 in Review

Aviso Financial reduced its Visa (V) stake by 3% in Q2 2026, selling an estimated $2.85M and leaving 288,711 shares worth $99.1M. The position accounts for 3.44% of the portfolio, ranked #6.

Aviso Financial first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $104M in Q4 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aviso Financial held 288,711 shares of Visa worth $99.1M as of Q2 2026.
  • Aviso Financial sold 8,881 Visa shares in Q2 2026, an estimated $2.85M.
  • Visa made up 3.44% of Aviso Financial's portfolio in Q2 2026, its #6 holding.
  • Aviso Financial first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Visa position peaked at $104M in Q4 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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