EF
V icon

Empowered Funds’s Visa V Stock Holding History

Empowered Funds’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 		$59.8M Buy
197,936
+38,101
+24% +$12.3M 0.38% 31
2025
Q4 		$56.1M Buy
159,835
+25,440
+19% +$8.67M 0.95% 11
2025
Q3 		$45.9M Buy
134,395
+32,961
+32% +$11.4M 0.46% 21
2025
Q2 		$36M Buy
101,434
+16,068
+19% +$5.6M 0.41% 31
2025
Q1 		$29.9M Buy
85,366
+4,103
+5% +$1.39M 0.43% 25
2024
Q4 		$25.7M Buy
81,263
+8,692
+12% +$2.61M 0.38% 33
2024
Q3 		$20M Buy
72,571
+9,675
+15% +$2.62M 0.31% 41
2024
Q2 		$16.5M Buy
62,896
+4,390
+8% +$1.2M 0.29% 49
2024
Q1 		$16.3M Buy
58,506
+8,086
+16% +$2.23M 0.29% 56
2023
Q4 		$13.1M Buy
50,420
+2,125
+4% +$524K 0.33% 38
2023
Q3 		$11.1M Buy
48,295
+8,745
+22% +$2.1M 0.33% 40
2023
Q2 		$9.39M Buy
39,550
+2,453
+7% +$561K 0.33% 40
2023
Q1 		$8.36M Buy
+37,097
New +$8.26M 0.49% 38
2022
Q4 		– Sell
-9,419
Closed -$1.9M – 589
2022
Q3 		$1.67M Buy
9,419
+1,440
+18% +$293K 0.16% 134
2022
Q2 		$1.57M Sell
7,979
-351
-4% -$72.5K 0.2% 135
2022
Q1 		$1.85M Buy
8,330
+2,427
+41% +$525K 0.2% 128
2021
Q4 		$1.28M Buy
5,903
+4,067
+222% +$873K 0.14% 148
2021
Q3 		$409K Buy
+1,836
New +$431K 0.05% 194
2021
Q2 		– Sell
-3,196
Closed -$699K – 307
2021
Q1 		$699K Hold
3,196
– – 0.13% 154
2020
Q4 		$699K Buy
+3,196
New +$654K 0.13% 154

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

Empowered Funds's V Position: Q1 2026 in Review

Empowered Funds increased its Visa (V) stake by 24% in Q1 2026, buying an estimated $12.3M and bringing the position to 197,936 shares worth $59.8M. The position accounts for 0.38% of the portfolio, ranked #31.

Empowered Funds first reported a position in V in Q4 2020 and has held it in 20 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Empowered Funds held 197,936 shares of Visa worth $59.8M as of Q1 2026.
  • Empowered Funds bought 38,101 Visa shares in Q1 2026, an estimated $12.3M.
  • Visa made up 0.38% of Empowered Funds's portfolio in Q1 2026, its #31 holding.
  • Empowered Funds first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.