DF
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Define Financial’s Visa V Stock Holding History

Define Financial’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 		$443K Buy
1,291
+508
+65% +$163K 0.2% 27
2026
Q1 		$237K Buy
783
+2
+0.3% +$643 0.13% 36
2025
Q4 		$274K Buy
781
+2
+0.3% +$681 0.16% 35
2025
Q3 		$266K Buy
779
+30
+4% +$10.4K 0.16% 34
2025
Q2 		$266K Buy
749
+1
+0.1% +$349 0.18% 29
2025
Q1 		$249K Buy
748
+1
+0.1% +$338 0.19% 28
2024
Q4 		$236K Buy
+747
New +$225K 0.18% 30

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

Define Financial's V Position: Q2 2026 in Review

Define Financial increased its Visa (V) stake by 65% in Q2 2026, buying an estimated $163K and bringing the position to 1,291 shares worth $443K. The position accounts for 0.2% of the portfolio, ranked #27.

Define Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Define Financial held 1,291 shares of Visa worth $443K as of Q2 2026.
  • Define Financial bought 508 Visa shares in Q2 2026, an estimated $163K.
  • Visa made up 0.2% of Define Financial's portfolio in Q2 2026, its #27 holding.
  • Define Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.