FFT Wealth Management’s Visa V Stock Holding History

FFT Wealth Management’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	$823K	Sell	2,724 -159	-6%	-$51.1K	0.15%	56
2025 Q4	$1.01M	Sell	2,883 -795	-22%	-$271K	0.19%	47
2025 Q3	$1.26M	Hold	3,678	–	–	0.23%	43
2025 Q2	$1.22M	Sell	3,678 -380	-9%	-$132K	0.24%	45
2025 Q1	$1.42M	Buy	4,058 +477	+13%	+$161K	0.3%	42
2024 Q4	$1.13M	Buy	3,581 +1,030	+40%	+$310K	0.09%	58
2024 Q3	$701K	Buy	2,551 +448	+21%	+$121K	0.05%	69
2024 Q2	$552K	Buy	2,103 +779	+59%	+$214K	0.05%	69
2024 Q1	$370K	Buy	1,324 +64	+5%	+$17.7K	0.03%	94
2023 Q4	$328K	Buy	1,260 +307	+32%	+$75.7K	0.03%	81
2023 Q3	$219K	Sell	953 -7	-0.7%	-$1.68K	0.03%	92
2023 Q2	$228K	Buy	960 +45	+5%	+$10.3K	0.03%	103
2023 Q1	$206K	Buy	+915	New	+$204K	0.03%	115
2021 Q3	–	Sell	-198	Closed	-$46K	–	235
2021 Q2	$46K	Buy	+198	New	+$45.3K	0.01%	137

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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