EF
V icon

Empirical Finance’s Visa V Stock Holding History

Empirical Finance’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 		$13.1M Sell
43,364
-32
-0.1% -$10.3K 0.62% 31
2025
Q4 		$15.2M Sell
43,396
-2,071
-5% -$706K 0.73% 19
2025
Q3 		$15.5M Buy
45,467
+576
+1% +$199K 0.74% 20
2025
Q2 		$15.9M Buy
44,891
+401
+0.9% +$140K 0.83% 19
2025
Q1 		$15.6M Buy
44,490
+715
+2% +$242K 0.94% 17
2024
Q4 		$13.8M Sell
43,775
-92
-0.2% -$27.7K 0.8% 18
2024
Q3 		$12.1M Buy
43,867
+1,594
+4% +$431K 0.7% 24
2024
Q2 		$11.1M Sell
42,273
-3,451
-8% -$946K 0.69% 24
2024
Q1 		$12.8M Buy
45,724
+1,914
+4% +$528K 0.78% 22
2023
Q4 		$11.4M Buy
43,810
+742
+2% +$183K 0.8% 22
2023
Q3 		$9.91M Buy
43,068
+5,703
+15% +$1.37M 0.73% 26
2023
Q2 		$8.87M Buy
37,365
+5,570
+18% +$1.27M 0.69% 28
2023
Q1 		$7.17M Buy
31,795
+2,176
+7% +$484K 0.67% 28
2022
Q4 		$6.15M Buy
29,619
+3,420
+13% +$690K 0.64% 31
2022
Q3 		$4.65M Buy
26,199
+6,649
+34% +$1.35M 0.55% 35
2022
Q2 		$3.85M Buy
19,550
+1,790
+10% +$370K 0.49% 39
2022
Q1 		$3.94M Buy
17,760
+3,458
+24% +$748K 0.44% 46
2021
Q4 		$3.1M Buy
14,302
+8,203
+134% +$1.76M 0.37% 53
2021
Q3 		$1.36M Buy
6,099
+1,379
+29% +$323K 0.2% 105
2021
Q2 		$1.1M Buy
+4,720
New +$1.08M 0.18% 120
2017
Q1 		– Sell
-1,116
Closed -$88K – 552
2016
Q4 		$88K Buy
+1,116
New +$89.7K 0.06% 90

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Empirical Finance's V Position: Q1 2026 in Review

Empirical Finance reduced its Visa (V) stake by 0.07% in Q1 2026, selling an estimated $10.3K and leaving 43,364 shares worth $13.1M. The position accounts for 0.62% of the portfolio, ranked #31.

Empirical Finance first reported a position in V in Q4 2016 and has held it in 21 quarters since. The position peaked at $15.9M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Empirical Finance held 43,364 shares of Visa worth $13.1M as of Q1 2026.
  • Empirical Finance sold 32 Visa shares in Q1 2026, an estimated $10.3K.
  • Visa made up 0.62% of Empirical Finance's portfolio in Q1 2026, its #31 holding.
  • Empirical Finance first reported a position in Visa in Q4 2016 and has held it in 21 quarters since.
  • Empirical Finance's Visa position peaked at $15.9M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.