BFG
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Berger Financial Group’s Visa V Stock Holding History

Berger Financial Group’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 		$8.07M Sell
26,705
-1,075
-4% -$346K 0.45% 43
2025
Q4 		$9.74M Sell
27,780
-673
-2% -$229K 0.56% 39
2025
Q3 		$9.71M Sell
28,453
-549
-2% -$190K 0.58% 36
2025
Q2 		$10.3M Sell
29,002
-921
-3% -$321K 0.67% 33
2025
Q1 		$10.5M Sell
29,923
-345
-1% -$117K 0.73% 31
2024
Q4 		$9.57M Sell
30,268
-407
-1% -$122K 0.66% 38
2024
Q3 		$8.43M Buy
30,675
+2,585
+9% +$699K 0.61% 40
2024
Q2 		$7.37M Sell
28,090
-1,136
-4% -$311K 0.59% 37
2024
Q1 		$8.16M Sell
29,226
-351
-1% -$96.9K 0.67% 35
2023
Q4 		$7.7M Sell
29,577
-331
-1% -$81.6K 0.8% 29
2023
Q3 		$6.88M Sell
29,908
-1,230
-4% -$296K 0.79% 26
2023
Q2 		$7.39M Sell
31,138
-335
-1% -$76.7K 0.84% 27
2023
Q1 		$7.1M Sell
31,473
-416
-1% -$92.6K 0.85% 25
2022
Q4 		$6.63M Sell
31,889
-1,417
-4% -$286K 0.87% 28
2022
Q3 		$5.92M Sell
33,306
-53
-0.2% -$10.8K 0.87% 26
2022
Q2 		$6.57M Sell
33,359
-2,685
-7% -$555K 0.96% 26
2022
Q1 		$7.99M Sell
36,044
-155
-0.4% -$33.5K 1.02% 23
2021
Q4 		$7.84M Buy
36,199
+34,854
+2,591% +$7.48M 1.04% 22
2021
Q3 		$300K Hold
1,345
– – 0.05% 162
2021
Q2 		$314K Buy
1,345
+263
+24% +$60.1K 0.06% 155
2021
Q1 		$229K Buy
+1,082
New +$228K 0.05% 177

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

Berger Financial Group's V Position: Q1 2026 in Review

Berger Financial Group reduced its Visa (V) stake by 3.9% in Q1 2026, selling an estimated $346K and leaving 26,705 shares worth $8.07M. The position accounts for 0.45% of the portfolio, ranked #43.

Berger Financial Group first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Berger Financial Group held 26,705 shares of Visa worth $8.07M as of Q1 2026.
  • Berger Financial Group sold 1,075 Visa shares in Q1 2026, an estimated $346K.
  • Visa made up 0.45% of Berger Financial Group's portfolio in Q1 2026, its #43 holding.
  • Berger Financial Group first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Visa position peaked at $10.5M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.