Evanson Financial’s Visa V Stock Holding History

Evanson Financial’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 Q2	$688K	Buy	+2,006	New	+$644K	0.03%	173

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

Evanson Financial's V Position: Q2 2026 in Review

Evanson Financial opened a new position in Visa (V) in Q2 2026: 2,006 shares worth $688K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

4,561 funds tracked by Wall St. Rank hold V as of Q2 2026.

Evanson Financial held 2,006 shares of Visa worth $688K as of Q2 2026.
Visa was a new Evanson Financial position in Q2 2026.
Visa made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #173 holding.
4,561 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.