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Evernest Financial Advisors’s Visa V Stock Holding History

Evernest Financial Advisors’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 		$925K Sell
2,987
-8
-0.3% -$2.57K 0.19% 79
2025
Q4 		$975K Sell
2,995
-572
-16% -$195K 0.2% 76
2025
Q3 		$1.22M Sell
3,567
-12
-0.3% -$4.15K 0.34% 58
2025
Q2 		$1.27M Buy
3,579
+397
+12% +$138K 0.41% 48
2025
Q1 		$1.12M Sell
3,182
-430
-12% -$146K 0.4% 55
2024
Q4 		$1.14M Buy
3,612
+160
+5% +$48.1K 0.3% 59
2024
Q3 		$949K Sell
3,452
-3
-0.1% -$811 0.26% 66
2024
Q2 		$907K Buy
3,455
+8
+0.2% +$2.19K 0.41% 56
2024
Q1 		$930K Buy
3,447
+226
+7% +$62.4K 0.44% 51
2023
Q4 		$839K Buy
+3,221
New +$794K 0.43% 53
2021
Q4 		$849K Buy
+3,070
New +$659K 0.44% 49

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

Evernest Financial Advisors's V Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Visa (V) stake by 0.27% in Q1 2026, selling an estimated $2.57K and leaving 2,987 shares worth $925K. The position accounts for 0.19% of the portfolio, ranked #79.

Evernest Financial Advisors first reported a position in V in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.27M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evernest Financial Advisors held 2,987 shares of Visa worth $925K as of Q1 2026.
  • Evernest Financial Advisors sold 8 Visa shares in Q1 2026, an estimated $2.57K.
  • Visa made up 0.19% of Evernest Financial Advisors's portfolio in Q1 2026, its #79 holding.
  • Evernest Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Visa position peaked at $1.27M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.