EAN
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Excelsior Advisor Network’s Visa V Stock Holding History

Excelsior Advisor Network’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 		$1.95M Buy
5,697
+3,859
+210% +$1.24M 0.26% 92
2026
Q1 		$555K Buy
1,838
+759
+70% +$244K 0.21% 98
2025
Q4 		$378K Buy
+1,079
New +$368K 0.18% 107

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

Excelsior Advisor Network's V Position: Q2 2026 in Review

Excelsior Advisor Network increased its Visa (V) stake by 210% in Q2 2026, buying an estimated $1.24M and bringing the position to 5,697 shares worth $1.95M. The position accounts for 0.26% of the portfolio, ranked #92.

Excelsior Advisor Network first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Excelsior Advisor Network held 5,697 shares of Visa worth $1.95M as of Q2 2026.
  • Excelsior Advisor Network bought 3,859 Visa shares in Q2 2026, an estimated $1.24M.
  • Visa made up 0.26% of Excelsior Advisor Network's portfolio in Q2 2026, its #92 holding.
  • Excelsior Advisor Network first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.