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Copley Financial Group’s Visa V Stock Holding History

Copley 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 		$227K Sell
662
-12
-2% -$3.85K 0.14% 109
2026
Q1 		$204K Sell
674
-43
-6% -$13.8K 0.12% 114
2025
Q4 		$251K Sell
717
-1,134
-61% -$386K 0.16% 101
2025
Q3 		$632K Sell
1,851
-137
-7% -$47.4K 0.43% 37
2025
Q2 		$706K Sell
1,988
-363
-15% -$127K 0.52% 28
2025
Q1 		$824K Sell
2,351
-77
-3% -$26.1K 0.63% 25
2024
Q4 		$767K Buy
2,428
+188
+8% +$56.5K 0.59% 27
2024
Q3 		$616K Buy
+2,240
New +$606K 0.56% 36

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

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

Copley Financial Group reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $3.85K and leaving 662 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #109.

Copley Financial Group first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $824K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Copley Financial Group held 662 shares of Visa worth $227K as of Q2 2026.
  • Copley Financial Group sold 12 Visa shares in Q2 2026, an estimated $3.85K.
  • Visa made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #109 holding.
  • Copley Financial Group first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Visa position peaked at $824K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.