BBWA
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Bell & Brown Wealth Advisors’s Visa V Stock Holding History

Bell & Brown Wealth 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 		$333K Hold
970
– – 0.1% 66
2026
Q1 		$293K Buy
970
+1
+0.1% +$322 0.1% 66
2025
Q4 		$340K Buy
969
+20
+2% +$6.81K 0.11% 64
2025
Q3 		$324K Hold
949
– – 0.11% 62
2025
Q2 		$337K Buy
949
+42
+5% +$14.6K 0.12% 62
2025
Q1 		$318K Buy
907
+53
+6% +$17.9K 0.12% 61
2024
Q4 		$270K Sell
854
-60
-7% -$18K 0.1% 63
2024
Q3 		$251K Sell
914
-150
-14% -$40.6K 0.1% 63
2024
Q2 		$279K Buy
1,064
+250
+31% +$68.5K 0.11% 63
2024
Q1 		$227K Hold
814
– – 0.1% 64
2023
Q4 		$212K Buy
+814
New +$201K 0.1% 71

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

Bell & Brown Wealth Advisors's V Position: Q2 2026 in Review

Bell & Brown Wealth Advisors held its Visa (V) position steady in Q2 2026 at 970 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #66.

Bell & Brown Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bell & Brown Wealth Advisors held 970 shares of Visa worth $333K as of Q2 2026.
  • Bell & Brown Wealth Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.1% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Bell & Brown Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Bell & Brown Wealth Advisors's Visa position peaked at $340K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.