Bard Financial Services’s Visa V Stock Holding History

Bard Financial Services’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
2025 Q3	$2.36M	Hold	6,915	–	–	0.26%	82
2025 Q2	$2.46M	Sell	6,915 -3,005	-30%	-$1.05M	0.29%	79
2025 Q1	$3.48M	Sell	9,920 -965	-9%	-$327K	0.43%	60
2024 Q4	$3.44M	Sell	10,885 -75	-0.7%	-$22.6K	0.41%	61
2024 Q3	$3.01M	Hold	10,960	–	–	0.36%	63
2024 Q2	$2.88M	Hold	10,960	–	–	0.3%	69
2024 Q1	$3.06M	Hold	10,960	–	–	0.32%	71
2023 Q4	$2.85M	Sell	10,960 -125	-1%	-$30.8K	0.32%	69
2023 Q3	$2.55M	Buy	11,085 +5	+0%	+$1.2K	0.32%	69
2023 Q2	$2.63M	Hold	11,080	–	–	0.2%	102
2023 Q1	$2.5M	Hold	11,080	–	–	0.2%	100
2022 Q4	$2.3M	Sell	11,080 -500	-4%	-$101K	0.2%	106
2022 Q3	$2.06M	Sell	11,580 -500	-4%	-$102K	0.19%	108
2022 Q2	$2.38M	Hold	12,080	–	–	0.22%	98
2022 Q1	$2.68M	Buy	12,080 +250	+2%	+$54.1K	0.22%	98
2021 Q4	$2.56M	Hold	11,830	–	–	0.21%	101
2021 Q3	$2.63M	Buy	11,830 +20	+0.2%	+$4.69K	0.23%	96
2021 Q2	$2.76M	Buy	11,810 +125	+1%	+$28.6K	0.25%	94
2021 Q1	$2.47M	Hold	11,685	–	–	0.24%	95
2020 Q4	$2.56M	Buy	+11,685	New	+$2.39M	0.26%	92

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's V Position: Q3 2025 in Review

Bard Financial Services held its Visa (V) position steady in Q3 2025 at 6,915 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #82.

Bard Financial Services first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.48M in Q1 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

Bard Financial Services held 6,915 shares of Visa worth $2.36M as of Q3 2025.
Bard Financial Services left its Visa share count unchanged in Q3 2025.
Visa made up 0.26% of Bard Financial Services's portfolio in Q3 2025, its #82 holding.
Bard Financial Services first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Visa position peaked at $3.48M in Q1 2025.
4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.