DI
V icon

DDFG Inc’s Visa V Stock Holding History

DDFG Inc’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 		$235K Hold
686
– – 0.05% 83
2026
Q1 		$207K Sell
686
-93
-12% -$29.9K 0.04% 82
2025
Q4 		$273K Buy
779
+1
+0.1% +$341 0.06% 74
2025
Q3 		$266K Buy
778
+9
+1% +$3.12K 0.06% 71
2025
Q2 		$273K Sell
769
-128
-14% -$44.6K 0.07% 67
2025
Q1 		$314K Hold
897
– – 0.09% 57
2024
Q4 		$284K Hold
897
– – 0.08% 62
2024
Q3 		$247K Buy
897
+2
+0.2% +$541 0.07% 70
2024
Q2 		$235K Buy
895
+158
+21% +$43.3K 0.07% 69
2024
Q1 		$206K Buy
+737
New +$203K 0.07% 68

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

DDFG Inc's V Position: Q2 2026 in Review

DDFG Inc held its Visa (V) position steady in Q2 2026 at 686 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #83.

DDFG Inc first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • DDFG Inc held 686 shares of Visa worth $235K as of Q2 2026.
  • DDFG Inc left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.05% of DDFG Inc's portfolio in Q2 2026, its #83 holding.
  • DDFG Inc first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • DDFG Inc's Visa position peaked at $314K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.