BFA
V icon

Brown Financial Advisors’s Visa V Stock Holding History

Brown Financial 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
2026
Q2 		$2.17M Buy
6,325
+131
+2% +$42.1K 0.76% 36
2026
Q1 		$1.87M Sell
6,194
-142
-2% -$45.7K 0.71% 39
2025
Q4 		$2.22M Sell
6,336
-824
-12% -$281K 0.81% 37
2025
Q3 		$2.44M Buy
7,160
+30
+0.4% +$10.4K 0.9% 35
2025
Q2 		$2.53M Sell
7,130
-151
-2% -$52.6K 0.99% 32
2025
Q1 		$2.55M Sell
7,281
-28
-0.4% -$9.47K 1.05% 30
2024
Q4 		$2.31M Buy
7,309
+1,632
+29% +$491K 0.93% 32
2024
Q3 		$1.56M Buy
5,677
+554
+11% +$150K 0.64% 53
2024
Q2 		$1.34M Buy
+5,123
New +$1.4M 0.6% 59

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

Brown Financial Advisors's V Position: Q2 2026 in Review

Brown Financial Advisors increased its Visa (V) stake by 2.1% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,325 shares worth $2.17M. The position accounts for 0.76% of the portfolio, ranked #36.

Brown Financial Advisors first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.55M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brown Financial Advisors held 6,325 shares of Visa worth $2.17M as of Q2 2026.
  • Brown Financial Advisors bought 131 Visa shares in Q2 2026, an estimated $42.1K.
  • Visa made up 0.76% of Brown Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Brown Financial Advisors first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Brown Financial Advisors's Visa position peaked at $2.55M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.