CFG
V icon

Capital Financial Group’s Visa V Stock Holding History

Capital Financial 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 		$989K Sell
2,884
-109
-4% -$35K 0.52% 53
2026
Q1 		$905K Sell
2,993
-100
-3% -$32.2K 0.5% 51
2025
Q4 		$1.08M Buy
+3,093
New +$1.05M 0.61% 45

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

Capital Financial Group's V Position: Q2 2026 in Review

Capital Financial Group reduced its Visa (V) stake by 3.6% in Q2 2026, selling an estimated $35K and leaving 2,884 shares worth $989K. The position accounts for 0.52% of the portfolio, ranked #53.

Capital Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Capital Financial Group held 2,884 shares of Visa worth $989K as of Q2 2026.
  • Capital Financial Group sold 109 Visa shares in Q2 2026, an estimated $35K.
  • Visa made up 0.52% of Capital Financial Group's portfolio in Q2 2026, its #53 holding.
  • Capital Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Capital Financial Group's Visa position peaked at $1.08M in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.