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
2023 Q1	–	Sell	-38,314	Closed	-$7.96M	–	719
2022 Q4	$7.96M	Buy	+38,314	New	+$7.73M	0.52%	42

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 $3.37T AUM 44.26% 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

Empowered Funds's V Position: Q2 2026 in Review

Empowered Funds reduced its Visa (V) stake by 6.8% in Q2 2026, selling an estimated $4.33M and leaving 184,441 shares worth $63.3M. The position accounts for 0.33% of the portfolio, ranked #42.

Empowered Funds first reported a position in V in Q4 2020 and has held it in 21 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Empowered Funds held 184,441 shares of Visa worth $63.3M as of Q2 2026.
Empowered Funds sold 13,495 Visa shares in Q2 2026, an estimated $4.33M.
Visa made up 0.33% of Empowered Funds's portfolio in Q2 2026, its #42 holding.
Empowered Funds first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.