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 Q2	–	Sell	-6,226	Closed	-$1.88M	–	213
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Empire Financial Management Company's V Position: Q2 2026 in Review

Empire Financial Management Company sold out of Visa (V) in Q2 2026, closing a stake of 6,226 shares — an estimated $1.88M sold.

Empire Financial Management Company first reported a position in V in Q1 2023 and held it in 13 quarters. The position peaked at $2.24M in Q2 2025. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.

Empire Financial Management Company reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 6,226 Visa shares in Q2 2026, an estimated $1.88M.
Empire Financial Management Company first reported a position in Visa in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Visa position peaked at $2.24M in Q2 2025.
4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.