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Edge Financial Advisors’s Visa V Stock Holding History

Edge 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
Q4 		– Sell
-596
Closed -$407K – 144
2025
Q3 		$407K Buy
596
+27
+5% +$9.35K 0.18% 97
2025
Q2 		$202K Buy
+569
New +$198K 0.11% 123
2024
Q2 		– Sell
-2,097
Closed -$585K – 136
2024
Q1 		$585K Buy
+2,097
New +$579K 0.52% 59

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edge Financial Advisors's V Position: Q4 2025 in Review

Edge Financial Advisors sold out of Visa (V) in Q4 2025, closing a stake of 596 shares — an estimated $407K sold.

Edge Financial Advisors first reported a position in V in Q1 2024 and held it in 3 quarters. The position peaked at $585K in Q1 2024. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Edge Financial Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 596 Visa shares in Q4 2025, an estimated $407K.
  • Edge Financial Advisors first reported a position in Visa in Q1 2024 and held it in 3 quarters.
  • Edge Financial Advisors's Visa position peaked at $585K in Q1 2024.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.