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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brown Financial Advisors's V Position: Q1 2026 in Review

Brown Financial Advisors reduced its Visa (V) stake by 2.2% in Q1 2026, selling an estimated $45.7K and leaving 6,194 shares worth $1.87M. The position accounts for 0.71% of the portfolio, ranked #39.

Brown Financial Advisors first reported a position in V in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Brown Financial Advisors held 6,194 shares of Visa worth $1.87M as of Q1 2026.
  • Brown Financial Advisors sold 142 Visa shares in Q1 2026, an estimated $45.7K.
  • Visa made up 0.71% of Brown Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Brown Financial Advisors first reported a position in Visa in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Visa position peaked at $2.55M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.