Dupree Financial Group’s Visa V Stock Holding History

Dupree Financial Group’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 Q1	–	Sell	-18,509	Closed	-$5.85M	–	76
2024 Q4	$5.85M	Buy	18,509 +200	+1%	+$60.1K	2.67%	12
2024 Q3	$5.03M	Buy	+18,309	New	+$4.95M	2.02%	19

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dupree Financial Group's V Position: Q1 2025 in Review

Dupree Financial Group sold out of Visa (V) in Q1 2025, closing a stake of 18,509 shares — an estimated $5.85M sold.

Dupree Financial Group first reported a position in V in Q3 2024 and held it in 2 quarters. The position peaked at $5.85M in Q4 2024. 4,281 funds tracked by Wall St. Rank hold V as of Q1 2025.

Dupree Financial Group reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Dupree Financial Group sold 18,509 Visa shares in Q1 2025, an estimated $5.85M.
Dupree Financial Group first reported a position in Visa in Q3 2024 and held it in 2 quarters.
Dupree Financial Group's Visa position peaked at $5.85M in Q4 2024.
4,281 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Dupree Financial Group's 13F filing for Q1 2025, filed 30 Apr 2025.