BDF
V icon

Black Diamond Financial’s Visa V Stock Holding History

Black Diamond Financial’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 		$1.86M Sell
5,417
-174
-3% -$55.9K 0.16% 64
2026
Q1 		$1.69M Buy
5,591
+99
+2% +$31.8K 0.18% 61
2025
Q4 		$1.93M Buy
5,492
+992
+22% +$338K 0.2% 61
2025
Q3 		$1.54M Buy
4,500
+2,621
+139% +$907K 0.17% 63
2025
Q2 		$667K Sell
1,879
-169
-8% -$58.9K 0.1% 74
2025
Q1 		$718K Buy
2,048
+66
+3% +$22.3K 0.11% 73
2024
Q4 		$626K Buy
1,982
+208
+12% +$62.5K 0.09% 77
2024
Q3 		$488K Buy
1,774
+23
+1% +$6.22K 0.08% 83
2024
Q2 		$460K Buy
1,751
+652
+59% +$179K 0.09% 89
2024
Q1 		$286K Hold
1,099
– – 0.08% 89
2023
Q4 		$286K Sell
1,099
-40
-4% -$9.86K 0.08% 89
2023
Q3 		$262K Buy
1,139
+134
+13% +$32.2K 0.08% 89
2023
Q2 		$239K Hold
1,005
– – 0.07% 93
2023
Q1 		$227K Hold
1,005
– – 0.07% 102
2022
Q4 		$209K Buy
+1,005
New +$203K 0.08% 103
2022
Q2 		– Sell
-1,146
Closed -$254K – 130
2022
Q1 		$254K Buy
1,146
+147
+15% +$31.8K 0.08% 109
2021
Q4 		$216K Buy
+999
New +$214K 0.07% 90

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

Black Diamond Financial's V Position: Q2 2026 in Review

Black Diamond Financial reduced its Visa (V) stake by 3.1% in Q2 2026, selling an estimated $55.9K and leaving 5,417 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #64.

Black Diamond Financial first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Black Diamond Financial held 5,417 shares of Visa worth $1.86M as of Q2 2026.
  • Black Diamond Financial sold 174 Visa shares in Q2 2026, an estimated $55.9K.
  • Visa made up 0.16% of Black Diamond Financial's portfolio in Q2 2026, its #64 holding.
  • Black Diamond Financial first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
  • Black Diamond Financial's Visa position peaked at $1.93M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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