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Beto Financial Group’s Visa V Stock Holding History

Beto 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 		$602K Buy
1,670
+38
+2% +$12.2K 0.32% 75
2026
Q1 		$524K Sell
1,632
-11
-0.7% -$3.54K 0.31% 73
2025
Q4 		$548K Buy
+1,643
New +$560K 0.37% 56

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

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

Beto Financial Group increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,670 shares worth $602K. The position accounts for 0.32% of the portfolio, ranked #75.

Beto Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beto Financial Group held 1,670 shares of Visa worth $602K as of Q2 2026.
  • Beto Financial Group bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.32% of Beto Financial Group's portfolio in Q2 2026, its #75 holding.
  • Beto Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.