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BHK Investment Advisors’s Visa V Stock Holding History

BHK Investment 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
2025
Q4 		– Sell
-679
Closed -$232K – 76
2025
Q3 		$232K Sell
679
-11
-2% -$3.81K 0.09% 65
2025
Q2 		$245K Buy
690
+13
+2% +$4.53K 0.1% 60
2025
Q1 		$237K Buy
677
+22
+3% +$7.44K 0.1% 59
2024
Q4 		$207K Sell
655
-243
-27% -$73.1K 0.08% 59
2024
Q3 		$247K Sell
898
-179
-17% -$48.4K 0.09% 62
2024
Q2 		$283K Buy
+1,077
New +$295K 0.11% 54

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHK Investment Advisors's V Position: Q4 2025 in Review

BHK Investment Advisors sold out of Visa (V) in Q4 2025, closing a stake of 679 shares — an estimated $232K sold.

BHK Investment Advisors first reported a position in V in Q2 2024 and held it in 6 quarters. The position peaked at $283K in Q2 2024. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • BHK Investment Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • BHK Investment Advisors sold 679 Visa shares in Q4 2025, an estimated $232K.
  • BHK Investment Advisors first reported a position in Visa in Q2 2024 and held it in 6 quarters.
  • BHK Investment Advisors's Visa position peaked at $283K in Q2 2024.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on BHK Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.