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Everest Financial Group’s Visa V Stock Holding History

Everest Financial 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
Q2 		$11.4M Sell
33,367
-477
-1% -$153K 1.55% 19
2026
Q1 		$10.2M Buy
33,844
+6,728
+25% +$2.16M 1.68% 16
2025
Q4 		$9.51M Buy
+27,116
New +$9.24M 2.13% 16

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Everest Financial Group's V Position: Q2 2026 in Review

Everest Financial Group reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $153K and leaving 33,367 shares worth $11.4M. The position accounts for 1.55% of the portfolio, ranked #19.

Everest Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,534 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Everest Financial Group held 33,367 shares of Visa worth $11.4M as of Q2 2026.
  • Everest Financial Group sold 477 Visa shares in Q2 2026, an estimated $153K.
  • Visa made up 1.55% of Everest Financial Group's portfolio in Q2 2026, its #19 holding.
  • Everest Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,534 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.