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Cardiff Park Advisors’s Visa V Stock Holding History

Cardiff Park 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 		$828K Sell
2,738
-17
-0.6% -$5.47K 0.07% 136
2025
Q4 		$966K Sell
2,755
-540
-16% -$184K 0.08% 122
2025
Q3 		$1.12M Buy
3,295
+15
+0.5% +$5.19K 0.09% 119
2025
Q2 		$1.16M Hold
3,280
– – 0.1% 104
2025
Q1 		$1.15M Buy
3,280
+1
+0% +$338 0.11% 97
2024
Q4 		$1.04M Buy
3,279
+2
+0.1% +$601 0.1% 107
2024
Q3 		$901K Sell
3,277
-76
-2% -$20.5K 0.08% 110
2024
Q2 		$880K Buy
3,353
+22
+0.7% +$6.03K 0.08% 108
2024
Q1 		$930K Sell
3,331
-27
-0.8% -$7.45K 0.09% 106
2023
Q4 		$874K Buy
3,358
+148
+5% +$36.5K 0.1% 107
2023
Q3 		$738K Hold
3,210
– – 0.09% 109
2023
Q2 		$762K Buy
3,210
+37
+1% +$8.47K 0.09% 104
2023
Q1 		$715K Hold
3,173
– – 0.09% 108
2022
Q4 		$659K Sell
3,173
-406
-11% -$81.9K 0.09% 117
2022
Q3 		$636K Sell
3,579
-509
-12% -$104K 0.1% 115
2022
Q2 		$805K Sell
4,088
-1,056
-21% -$218K 0.12% 97
2022
Q1 		$1.14M Buy
5,144
+82
+2% +$17.7K 0.16% 69
2021
Q4 		$1.1M Buy
+5,062
New +$1.09M 0.14% 69

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

Cardiff Park Advisors's V Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Visa (V) stake by 0.62% in Q1 2026, selling an estimated $5.47K and leaving 2,738 shares worth $828K. The position accounts for 0.07% of the portfolio, ranked #136.

Cardiff Park Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Cardiff Park Advisors held 2,738 shares of Visa worth $828K as of Q1 2026.
  • Cardiff Park Advisors sold 17 Visa shares in Q1 2026, an estimated $5.47K.
  • Visa made up 0.07% of Cardiff Park Advisors's portfolio in Q1 2026, its #136 holding.
  • Cardiff Park Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Visa position peaked at $1.16M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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