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Bridgewealth Advisory Group’s Visa V Stock Holding History

Bridgewealth Advisory 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 		$300K Buy
875
+121
+16% +$38.8K 0.06% 101
2026
Q1 		$228K Sell
754
-115
-13% -$37K 0.05% 114
2025
Q4 		$305K Sell
869
-174
-17% -$59.3K 0.07% 96
2025
Q3 		$356K Sell
1,043
-38
-4% -$13.2K 0.08% 86
2025
Q2 		$384K Buy
+1,081
New +$377K 0.1% 78
2025
Q1 		– Sell
-761
Closed -$271K – 110
2024
Q4 		$271K Buy
+761
New +$229K 0.08% 87

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

Bridgewealth Advisory Group's V Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $38.8K and bringing the position to 875 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #101.

Bridgewealth Advisory Group first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bridgewealth Advisory Group held 875 shares of Visa worth $300K as of Q2 2026.
  • Bridgewealth Advisory Group bought 121 Visa shares in Q2 2026, an estimated $38.8K.
  • Visa made up 0.06% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #101 holding.
  • Bridgewealth Advisory Group first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Bridgewealth Advisory Group's Visa position peaked at $384K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.