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 Q2	–	Hold	0	–	–	–	478

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

Berger Financial Group's V Position: Q2 2026 in Review

Berger Financial Group reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $988K and leaving 23,628 shares worth $8.11M. The position accounts for 0.41% of the portfolio, ranked #51.

Berger Financial Group first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.5M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Berger Financial Group held 23,628 shares of Visa worth $8.11M as of Q2 2026.
Berger Financial Group sold 3,077 Visa shares in Q2 2026, an estimated $988K.
Visa made up 0.41% of Berger Financial Group's portfolio in Q2 2026, its #51 holding.
Berger Financial Group first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
Berger Financial Group's Visa position peaked at $10.5M in Q1 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.