BBA
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Braun-Bostich & Associates’s Visa V Stock Holding History

Braun-Bostich & Associates’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 		$328K Sell
955
-33
-3% -$10.6K 0.18% 91
2026
Q1 		$299K Sell
988
-89
-8% -$28.6K 0.19% 91
2025
Q4 		$378K Sell
1,077
-7
-0.6% -$2.38K 0.23% 72
2025
Q3 		$370K Sell
1,084
-181
-14% -$62.6K 0.23% 76
2025
Q2 		$449K Sell
1,265
-43
-3% -$15K 0.31% 62
2025
Q1 		$458K Buy
1,308
+16
+1% +$5.41K 0.34% 63
2024
Q4 		$408K Sell
1,292
-37
-3% -$11.1K 0.29% 63
2024
Q3 		$365K Sell
1,329
-228
-15% -$61.6K 0.25% 67
2024
Q2 		$409K Sell
1,557
-318
-17% -$87.2K 0.3% 61
2024
Q1 		$523K Sell
1,875
-331
-15% -$91.4K 0.44% 62
2023
Q4 		$574K Buy
2,206
+52
+2% +$12.8K 0.52% 50
2023
Q3 		$495K Buy
+2,154
New +$518K 0.92% 19
2020
Q4 		– Sell
-1,803
Closed -$361K – 212
2020
Q3 		$361K Buy
1,803
+1,635
+973% +$327K 0.36% 37
2020
Q2 		$32K Buy
168
+40
+31% +$7.31K 0.03% 146
2020
Q1 		$20K Hold
128
– – 0.03% 164
2019
Q4 		$24K Buy
+128
New +$23.1K 0.02% 183
2019
Q3 		– Sell
-1,018
Closed -$177K – 289
2019
Q2 		$177K Sell
1,018
-490
-32% -$80.2K 0.19% 103
2019
Q1 		$236K Sell
1,508
-421
-22% -$60.7K 0.25% 88
2018
Q4 		$255K Buy
1,929
+65
+3% +$8.98K 0.27% 90
2018
Q3 		$280K Buy
1,864
+6
+0.3% +$853 0.27% 89
2018
Q2 		$246K Buy
1,858
+471
+34% +$60.6K 0.25% 97
2018
Q1 		$166K Sell
1,387
-1,838
-57% -$223K 0.14% 110
2017
Q4 		$368K Buy
+3,225
New +$356K 0.31% 92

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

Braun-Bostich & Associates's V Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $10.6K and leaving 955 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #91.

Braun-Bostich & Associates first reported a position in V in Q4 2017 and has held it in 23 quarters since. The position peaked at $574K in Q4 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Braun-Bostich & Associates held 955 shares of Visa worth $328K as of Q2 2026.
  • Braun-Bostich & Associates sold 33 Visa shares in Q2 2026, an estimated $10.6K.
  • Visa made up 0.18% of Braun-Bostich & Associates's portfolio in Q2 2026, its #91 holding.
  • Braun-Bostich & Associates first reported a position in Visa in Q4 2017 and has held it in 23 quarters since.
  • Braun-Bostich & Associates's Visa position peaked at $574K in Q4 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.