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Curran Financial Partners’s Visa V Stock Holding History

Curran Financial Partners’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 		$250K Sell
728
-37
-5% -$11.9K 0.04% 118
2026
Q1 		$231K Sell
765
-99
-11% -$31.8K 0.04% 116
2025
Q4 		$303K Sell
864
-17
-2% -$5.79K 0.06% 102
2025
Q3 		$301K Sell
881
-28
-3% -$9.69K 0.06% 111
2025
Q2 		$323K Buy
909
+173
+24% +$60.3K 0.07% 96
2025
Q1 		$258K Buy
736
+1
+0.1% +$338 0.06% 86
2024
Q4 		$232K Buy
+735
New +$221K 0.06% 91

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

Curran Financial Partners's V Position: Q2 2026 in Review

Curran Financial Partners reduced its Visa (V) stake by 4.8% in Q2 2026, selling an estimated $11.9K and leaving 728 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #118.

Curran Financial Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Curran Financial Partners held 728 shares of Visa worth $250K as of Q2 2026.
  • Curran Financial Partners sold 37 Visa shares in Q2 2026, an estimated $11.9K.
  • Visa made up 0.04% of Curran Financial Partners's portfolio in Q2 2026, its #118 holding.
  • Curran Financial Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Curran Financial Partners's Visa position peaked at $323K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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