Cora Capital Advisors’s Visa V Stock Holding History

Cora Capital 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	$1.15M	Sell	3,796 -5	-0.1%	-$1.61K	0.38%	41
2025 Q4	$1.33M	Buy	3,801 +107	+3%	+$36.5K	0.52%	35
2025 Q3	$1.26M	Buy	3,694 +101	+3%	+$35K	0.54%	33
2025 Q2	$1.28M	Buy	3,593 +95	+3%	+$33.1K	0.57%	29
2025 Q1	$1.23M	Sell	3,498 -4	-0.1%	-$1.35K	0.59%	30
2024 Q4	$1.11M	Buy	3,502 +20	+0.6%	+$6.01K	0.53%	33
2024 Q3	$957K	Buy	3,482 +11	+0.3%	+$2.97K	0.47%	39
2024 Q2	$911K	Sell	3,471 -36	-1%	-$9.87K	0.47%	38
2024 Q1	$979K	Sell	3,507 -39	-1%	-$10.8K	0.52%	37
2023 Q4	$923K	Sell	3,546 -972	-22%	-$240K	0.54%	35
2023 Q3	$1.04M	Sell	4,518 -49	-1%	-$11.8K	0.7%	29
2023 Q2	$1.08M	Sell	4,567 -119	-3%	-$27.2K	0.72%	29
2023 Q1	$1.06M	Sell	4,686 -198	-4%	-$44.1K	0.79%	28
2022 Q4	$1.01M	Buy	+4,884	New	+$985K	0.7%	29

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cora Capital Advisors's V Position: Q1 2026 in Review

Cora Capital Advisors reduced its Visa (V) stake by 0.13% in Q1 2026, selling an estimated $1.61K and leaving 3,796 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #41.

Cora Capital Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Cora Capital Advisors held 3,796 shares of Visa worth $1.15M as of Q1 2026.
Cora Capital Advisors sold 5 Visa shares in Q1 2026, an estimated $1.61K.
Visa made up 0.38% of Cora Capital Advisors's portfolio in Q1 2026, its #41 holding.
Cora Capital Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's Visa position peaked at $1.33M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.