Clifford Group’s Visa V Stock Holding History

Clifford 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	$644K	Sell	1,878 -5	-0.3%	-$1.6K	0.45%	33
2026 Q1	$569K	Sell	1,883 -130	-6%	-$41.8K	0.44%	37
2025 Q4	$706K	Sell	2,013 -41	-2%	-$14K	0.55%	25
2025 Q3	$701K	Hold	2,054	–	–	0.55%	25
2025 Q2	$729K	Hold	2,054	–	–	0.6%	22
2025 Q1	$720K	Buy	2,054 +86	+4%	+$29.1K	0.67%	22
2024 Q4	$622K	Hold	1,968	–	–	0.47%	36
2024 Q3	$541K	Sell	1,968 -54	-3%	-$14.6K	0.42%	42
2024 Q2	$531K	Hold	2,022	–	–	0.43%	45
2024 Q1	$564K	Hold	2,022	–	–	0.47%	47
2023 Q4	$526K	Hold	2,022	–	–	0.49%	45
2023 Q3	$465K	Sell	2,022 -47	-2%	-$11.3K	0.5%	47
2023 Q2	$491K	Buy	2,069 +55	+3%	+$12.6K	0.53%	49
2023 Q1	$454K	Sell	2,014 -6	-0.3%	-$1.33K	0.55%	40
2022 Q4	$420K	Buy	+2,020	New	+$407K	0.52%	49

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

Clifford Group's V Position: Q2 2026 in Review

Clifford Group reduced its Visa (V) stake by 0.27% in Q2 2026, selling an estimated $1.6K and leaving 1,878 shares worth $644K. The position accounts for 0.45% of the portfolio, ranked #33.

Clifford Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $729K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Clifford Group held 1,878 shares of Visa worth $644K as of Q2 2026.
Clifford Group sold 5 Visa shares in Q2 2026, an estimated $1.6K.
Visa made up 0.45% of Clifford Group's portfolio in Q2 2026, its #33 holding.
Clifford Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Clifford Group's Visa position peaked at $729K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.