Bruce G. Allen Investments’s Visa V Stock Holding History

Bruce G. Allen Investments’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	$148K	Sell	430 -114	-21%	-$36.6K	0.09%	103
2026 Q1	$164K	Sell	544 -86	-14%	-$27.7K	0.11%	94
2025 Q4	$221K	Sell	630 -58	-8%	-$19.8K	0.15%	72
2025 Q3	$235K	Sell	688 -15	-2%	-$5.19K	0.17%	70
2025 Q2	$250K	Sell	703 -2	-0.3%	-$697	0.19%	61
2025 Q1	$247K	Sell	705 -90	-11%	-$30.5K	0.2%	60
2024 Q4	$251K	Sell	795 -4	-0.5%	-$1.2K	0.2%	61
2024 Q3	$220K	Buy	799 +36	+5%	+$9.73K	0.17%	70
2024 Q2	$200K	Sell	763 -33	-4%	-$9.04K	0.17%	71
2024 Q1	$222K	Buy	796 +8	+1%	+$2.21K	0.18%	70
2023 Q4	$205K	Buy	+788	New	+$194K	0.19%	74

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bruce G. Allen Investments's V Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $36.6K and leaving 430 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #103.

Bruce G. Allen Investments first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $251K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Bruce G. Allen Investments held 430 shares of Visa worth $148K as of Q2 2026.
Bruce G. Allen Investments sold 114 Visa shares in Q2 2026, an estimated $36.6K.
Visa made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #103 holding.
Bruce G. Allen Investments first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Visa position peaked at $251K in Q4 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.