Empire Financial Management Company’s Visa V Stock Holding History

Empire Financial Management Company’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 Q1	$1.88M	Sell	6,226 -84	-1%	-$27K	0.43%	70
2025 Q4	$2.21M	Hold	6,310	–	–	0.48%	65
2025 Q3	$2.15M	Hold	6,310	–	–	0.49%	65
2025 Q2	$2.24M	Hold	6,310	–	–	0.65%	47
2025 Q1	$2.21M	Hold	6,310	–	–	0.68%	43
2024 Q4	$1.99M	Hold	6,310	–	–	0.62%	52
2024 Q3	$1.74M	Hold	6,310	–	–	0.53%	60
2024 Q2	$1.66M	Sell	6,310 -100	-2%	-$27.4K	0.55%	58
2024 Q1	$1.79M	Hold	6,410	–	–	0.59%	56
2023 Q4	$1.67M	Hold	6,410	–	–	0.65%	50
2023 Q3	$1.47M	Hold	6,410	–	–	0.64%	48
2023 Q2	$1.52M	Hold	6,410	–	–	0.61%	54
2023 Q1	$1.45M	Buy	+6,410	New	+$1.43M	0.59%	55

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Empire Financial Management Company's V Position: Q1 2026 in Review

Empire Financial Management Company reduced its Visa (V) stake by 1.3% in Q1 2026, selling an estimated $27K and leaving 6,226 shares worth $1.88M. The position accounts for 0.43% of the portfolio, ranked #70.

Empire Financial Management Company first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Empire Financial Management Company held 6,226 shares of Visa worth $1.88M as of Q1 2026.
Empire Financial Management Company sold 84 Visa shares in Q1 2026, an estimated $27K.
Visa made up 0.43% of Empire Financial Management Company's portfolio in Q1 2026, its #70 holding.
Empire Financial Management Company first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Visa position peaked at $2.24M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.