CF
V icon

Convergence Financial’s Visa V Stock Holding History

Convergence Financial’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 		$2.48M Sell
7,231
-107
-1% -$34.4K 0.2% 72
2026
Q1 		$2.22M Buy
7,338
+3,559
+94% +$1.14M 0.24% 64
2025
Q4 		$1.33M Sell
3,779
-218
-5% -$74.3K 0.19% 69
2025
Q3 		$1.36M Buy
3,997
+84
+2% +$29.1K 0.2% 67
2025
Q2 		$1.39M Buy
3,913
+221
+6% +$77K 0.24% 62
2025
Q1 		$1.29M Sell
3,692
-216
-6% -$73.1K 0.25% 58
2024
Q4 		$1.24M Buy
3,908
+97
+3% +$29.2K 0.25% 52
2024
Q3 		$1.05M Sell
3,811
-449
-11% -$121K 0.22% 58
2024
Q2 		$1.12M Buy
4,260
+2,960
+228% +$811K 0.3% 45
2024
Q1 		$363K Buy
+1,300
New +$359K 0.15% 38

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

Convergence Financial's V Position: Q2 2026 in Review

Convergence Financial reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $34.4K and leaving 7,231 shares worth $2.48M. The position accounts for 0.2% of the portfolio, ranked #72.

Convergence Financial first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Convergence Financial held 7,231 shares of Visa worth $2.48M as of Q2 2026.
  • Convergence Financial sold 107 Visa shares in Q2 2026, an estimated $34.4K.
  • Visa made up 0.2% of Convergence Financial's portfolio in Q2 2026, its #72 holding.
  • Convergence Financial first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.