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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return