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CrossGen Wealth’s Visa V Stock Holding History

CrossGen Wealth’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 		$147K Sell
428
-787
-65% -$253K 0.11% 75
2026
Q1 		$367K Sell
1,215
-48
-4% -$15.4K 0.32% 46
2025
Q4 		$443K Buy
+1,263
New +$430K 0.39% 43

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

CrossGen Wealth's V Position: Q2 2026 in Review

CrossGen Wealth reduced its Visa (V) stake by 65% in Q2 2026, selling an estimated $253K and leaving 428 shares worth $147K. The position accounts for 0.11% of the portfolio, ranked #75.

CrossGen Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CrossGen Wealth held 428 shares of Visa worth $147K as of Q2 2026.
  • CrossGen Wealth sold 787 Visa shares in Q2 2026, an estimated $253K.
  • Visa made up 0.11% of CrossGen Wealth's portfolio in Q2 2026, its #75 holding.
  • CrossGen Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Visa position peaked at $443K in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.