Barnes Pettey Financial Advisors’s Visa V Stock Holding History

Barnes Pettey Financial Advisors’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	$767K	Buy	2,235 +79	+4%	+$25.4K	0.24%	80
2026 Q1	$652K	Buy	2,156 +200	+10%	+$64.3K	0.28%	73
2025 Q4	$686K	Buy	1,956 +83	+4%	+$28.3K	0.34%	63
2025 Q3	$639K	Buy	1,873 +11	+0.6%	+$3.81K	0.35%	57
2025 Q2	$661K	Hold	1,862	–	–	0.44%	49
2025 Q1	$653K	Hold	1,862	–	–	0.51%	44
2024 Q4	$588K	Hold	1,862	–	–	0.45%	43
2024 Q3	$512K	Buy	1,862 +167	+10%	+$45.1K	0.41%	49
2024 Q2	$445K	Sell	1,695 -25	-1%	-$6.85K	0.38%	50
2024 Q1	$480K	Sell	1,720 -5	-0.3%	-$1.38K	0.41%	48
2023 Q4	$449K	Buy	1,725 +5	+0.3%	+$1.23K	0.36%	57
2023 Q3	$396K	Hold	1,720	–	–	0.36%	58
2023 Q2	$408K	Hold	1,720	–	–	0.35%	58
2023 Q1	$388K	Sell	1,720 -20	-1%	-$4.45K	0.37%	59
2022 Q4	$362K	Buy	+1,740	New	+$351K	0.37%	62

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Barnes Pettey Financial Advisors's V Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Visa (V) stake by 3.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,235 shares worth $767K. The position accounts for 0.24% of the portfolio, ranked #80.

Barnes Pettey Financial Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Barnes Pettey Financial Advisors held 2,235 shares of Visa worth $767K as of Q2 2026.
Barnes Pettey Financial Advisors bought 79 Visa shares in Q2 2026, an estimated $25.4K.
Visa made up 0.24% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #80 holding.
Barnes Pettey Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.