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Baron Silver Stevens Financial Advisors’s Visa V Stock Holding History

Baron Silver Stevens 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 		$1.76M Sell
5,136
-300
-6% -$96.3K 0.22% 47
2026
Q1 		$1.64M Hold
5,436
– – 0.24% 49
2025
Q4 		$1.91M Sell
5,436
-371
-6% -$126K 0.28% 45
2025
Q3 		$1.98M Sell
5,807
-94
-2% -$32.5K 0.29% 44
2025
Q2 		$2.1M Buy
5,901
+548
+10% +$191K 0.34% 41
2025
Q1 		$1.88M Buy
5,353
+40
+0.8% +$13.5K 0.33% 39
2024
Q4 		$1.68M Hold
5,313
– – 0.29% 44
2024
Q3 		$1.46M Buy
5,313
+26
+0.5% +$7.03K 0.26% 47
2024
Q2 		$1.39M Buy
5,287
+1,544
+41% +$423K 0.26% 43
2024
Q1 		$1.04M Buy
3,743
+442
+13% +$122K 0.2% 50
2023
Q4 		$860K Buy
3,301
+258
+8% +$63.6K 0.18% 51
2023
Q3 		$700K Buy
3,043
+379
+14% +$91.1K 0.16% 51
2023
Q2 		$633K Hold
2,664
– – 0.14% 54
2023
Q1 		$601K Buy
2,664
+254
+11% +$56.5K 0.16% 52
2022
Q4 		$501K Buy
+2,410
New +$486K 0.12% 51
2022
Q3 		– Sell
-3,561
Closed -$701K – 149
2022
Q2 		$701K Buy
3,561
+1,295
+57% +$268K 0.18% 44
2022
Q1 		$502K Buy
2,266
+239
+12% +$51.7K 0.12% 52
2021
Q4 		$439K Buy
2,027
+115
+6% +$24.7K 0.1% 55
2021
Q3 		$426K Sell
1,912
-1,183
-38% -$277K 0.11% 50
2021
Q2 		$723K Buy
3,095
+1,250
+68% +$286K 0.2% 40
2021
Q1 		$390K Buy
1,845
+18
+1% +$3.79K 0.21% 30
2020
Q4 		$399K Buy
+1,827
New +$374K 0.14% 43

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

Baron Silver Stevens Financial Advisors's V Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Visa (V) stake by 5.5% in Q2 2026, selling an estimated $96.3K and leaving 5,136 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #47.

Baron Silver Stevens Financial Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q2 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 5,136 shares of Visa worth $1.76M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 300 Visa shares in Q2 2026, an estimated $96.3K.
  • Visa made up 0.22% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Visa position peaked at $2.1M in Q2 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.