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Cornerstone Financial Management’s Visa V Stock Holding History

Cornerstone Financial Management’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 		$203K Buy
592
+120
+25% +$38.5K 0.16% 84
2026
Q1 		$143K Buy
472
+16
+4% +$5.14K 0.13% 92
2025
Q4 		$160K Buy
+456
New +$155K 0.15% 82

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

Cornerstone Financial Management's V Position: Q2 2026 in Review

Cornerstone Financial Management increased its Visa (V) stake by 25% in Q2 2026, buying an estimated $38.5K and bringing the position to 592 shares worth $203K. The position accounts for 0.16% of the portfolio, ranked #84.

Cornerstone Financial Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,561 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Financial Management held 592 shares of Visa worth $203K as of Q2 2026.
  • Cornerstone Financial Management bought 120 Visa shares in Q2 2026, an estimated $38.5K.
  • Visa made up 0.16% of Cornerstone Financial Management's portfolio in Q2 2026, its #84 holding.
  • Cornerstone Financial Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,561 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.