EW
V icon

Evoke Wealth’s Visa V Stock Holding History

Evoke Wealth’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 		$6.19M Sell
20,476
-7,954
-28% -$2.56M 0.11% 77
2025
Q4 		$9.97M Buy
28,430
+3,554
+14% +$1.21M 0.19% 61
2025
Q3 		$8.49M Buy
24,876
+1,586
+7% +$549K 0.17% 61
2025
Q2 		$8.27M Buy
23,290
+1,499
+7% +$522K 0.19% 55
2025
Q1 		$7.64M Buy
21,791
+7,690
+55% +$2.6M 0.2% 52
2024
Q4 		$4.46M Buy
14,101
+820
+6% +$247K 0.12% 75
2024
Q3 		$3.65M Buy
+13,281
New +$3.59M 0.1% 87
2024
Q2 		– Sell
-13,439
Closed -$3.75M – 368
2024
Q1 		$3.75M Buy
+13,439
New +$3.71M 0.11% 83
2023
Q4 		– Sell
-19,330
Closed -$4.45M – 333
2023
Q3 		$4.45M Sell
19,330
-694
-3% -$167K 0.16% 72
2023
Q2 		$4.76M Sell
20,024
-298,269
-94% -$68.3M 0.17% 62
2023
Q1 		$4.41M Buy
318,293
+22,191
+7% +$4.94M 0.16% 63
2022
Q4 		$4.6M Buy
296,102
+273,460
+1,208% +$55.1M 0.17% 65
2022
Q3 		$3.79M Sell
22,642
-1,122
-5% -$228K 0.15% 67
2022
Q2 		$4.68M Sell
23,764
-3,945
-14% -$815K 0.17% 64
2022
Q1 		$6.14M Sell
27,709
-1,438
-5% -$311K 0.2% 61
2021
Q4 		$6.03M Buy
29,147
+298
+1% +$64K 0.19% 71
2021
Q3 		$6.12M Sell
28,849
-249
-0.9% -$58.4K 0.23% 57
2021
Q2 		$6.49M Buy
29,098
+1,142
+4% +$261K 0.25% 51
2021
Q1 		$5.92M Buy
27,956
+21,738
+350% +$4.58M 0.27% 52
2020
Q4 		$1.36M Buy
6,218
+1,165
+23% +$238K 0.09% 70
2020
Q3 		$1.01M Buy
5,053
+605
+14% +$121K 0.08% 85
2020
Q2 		$988K Buy
4,448
+1,943
+78% +$355K 0.1% 61
2020
Q1 		$404K Sell
2,505
-3,726
-60% -$702K 0.06% 114
2019
Q4 		$1.17M Sell
6,231
-703
-10% -$127K 0.15% 62
2019
Q3 		$1.19M Buy
+6,934
New +$1.24M 0.15% 77

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

Evoke Wealth's V Position: Q1 2026 in Review

Evoke Wealth reduced its Visa (V) stake by 28% in Q1 2026, selling an estimated $2.56M and leaving 20,476 shares worth $6.19M. The position accounts for 0.11% of the portfolio, ranked #77.

Evoke Wealth first reported a position in V in Q3 2019 and has held it in 25 quarters since. The position peaked at $9.97M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Evoke Wealth held 20,476 shares of Visa worth $6.19M as of Q1 2026.
  • Evoke Wealth sold 7,954 Visa shares in Q1 2026, an estimated $2.56M.
  • Visa made up 0.11% of Evoke Wealth's portfolio in Q1 2026, its #77 holding.
  • Evoke Wealth first reported a position in Visa in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Visa position peaked at $9.97M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.