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DHK Financial Advisors’s Visa V Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$516K Buy
1,462
+733
+101% +$255K 0.3% 61
2025
Q1 		$255K Hold
729
– – 0.14% 82
2024
Q4 		$230K Hold
729
– – 0.14% 83
2024
Q3 		$200K Buy
+729
New +$197K 0.12% 83

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DHK Financial Advisors's V Position: Q2 2025 in Review

DHK Financial Advisors increased its Visa (V) stake by 101% in Q2 2025, buying an estimated $255K and bringing the position to 1,462 shares worth $516K. The position accounts for 0.3% of the portfolio, ranked #61.

DHK Financial Advisors first reported a position in V in Q3 2024 and has held it in 4 quarters since. 4,347 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • DHK Financial Advisors held 1,462 shares of Visa worth $516K as of Q2 2025.
  • DHK Financial Advisors bought 733 Visa shares in Q2 2025, an estimated $255K.
  • Visa made up 0.3% of DHK Financial Advisors's portfolio in Q2 2025, its #61 holding.
  • DHK Financial Advisors first reported a position in Visa in Q3 2024 and has held it in 4 quarters since.
  • 4,347 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.