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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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.