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Churchill Financial Advisors’s Visa V Stock Holding History

Churchill 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 		$3.03M Sell
8,844
-40
-0.5% -$12.8K 0.58% 40
2026
Q1 		$2.69M Sell
8,884
-1,013
-10% -$326K 0.56% 39
2025
Q4 		$3.47M Buy
+9,897
New +$3.37M 1.06% 27

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

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

Churchill Financial Advisors reduced its Visa (V) stake by 0.45% in Q2 2026, selling an estimated $12.8K and leaving 8,844 shares worth $3.03M. The position accounts for 0.58% of the portfolio, ranked #40.

Churchill Financial Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.47M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Churchill Financial Advisors held 8,844 shares of Visa worth $3.03M as of Q2 2026.
  • Churchill Financial Advisors sold 40 Visa shares in Q2 2026, an estimated $12.8K.
  • Visa made up 0.58% of Churchill Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Churchill Financial Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's Visa position peaked at $3.47M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.