Empower Advisory Group
V icon

Empower Advisory Group’s Visa V Stock Holding History

Empower Advisory 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
2026
Q1 		$4.84M Sell
16,008
-4,894
-23% -$1.57M 0.01% 185
2025
Q4 		$7.33M Buy
20,902
+1,428
+7% +$487K 0.02% 177
2025
Q3 		$6.65M Buy
19,474
+1,304
+7% +$451K 0.02% 175
2025
Q2 		$6.45M Buy
18,170
+1,134
+7% +$395K 0.02% 175
2025
Q1 		$5.97M Buy
17,036
+125
+0.7% +$42.3K 0.02% 177
2024
Q4 		$5.34M Sell
16,911
-1,426
-8% -$429K 0.02% 180
2024
Q3 		$5.04M Buy
18,337
+1,560
+9% +$422K 0.02% 176
2024
Q2 		$4.4M Sell
16,777
-444
-3% -$122K 0.02% 179
2024
Q1 		$4.81M Sell
17,221
-2,163
-11% -$597K 0.02% 177
2023
Q4 		$5.05M Buy
19,384
+359
+2% +$88.5K 0.02% 184
2023
Q3 		$4.38M Sell
19,025
-1,385
-7% -$333K 0.02% 182
2023
Q2 		$4.85M Buy
20,410
+259
+1% +$59.3K 0.02% 187
2023
Q1 		$4.61M Buy
+20,151
New +$4.49M 0.02% 190

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

Empower Advisory Group's V Position: Q1 2026 in Review

Empower Advisory Group reduced its Visa (V) stake by 23% in Q1 2026, selling an estimated $1.57M and leaving 16,008 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #185.

Empower Advisory Group first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.33M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Empower Advisory Group held 16,008 shares of Visa worth $4.84M as of Q1 2026.
  • Empower Advisory Group sold 4,894 Visa shares in Q1 2026, an estimated $1.57M.
  • Visa made up 0.01% of Empower Advisory Group's portfolio in Q1 2026, its #185 holding.
  • Empower Advisory Group first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Visa position peaked at $7.33M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.