FFA
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Fi3 Financial Advisors’s Visa V Stock Holding History

Fi3 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 		$1.2M Buy
3,970
+242
+6% +$77.8K 0.35% 29
2025
Q4 		$1.31M Sell
3,728
-157
-4% -$53.5K 0.4% 29
2025
Q3 		$1.33M Sell
3,885
-154
-4% -$53.3K 0.45% 25
2025
Q2 		$1.43M Buy
4,039
+76
+2% +$26.5K 0.52% 24
2025
Q1 		$1.39M Buy
3,963
+267
+7% +$90.3K 0.56% 24
2024
Q4 		$1.17M Buy
3,696
+18
+0.5% +$5.41K 0.44% 28
2024
Q3 		$1.01M Buy
3,678
+271
+8% +$73.3K 0.4% 28
2024
Q2 		$894K Sell
3,407
-18
-0.5% -$4.93K 0.39% 25
2024
Q1 		$920K Sell
3,425
-19
-0.6% -$5.25K 0.42% 25
2023
Q4 		$897K Sell
3,444
-468
-12% -$115K 0.43% 27
2023
Q3 		$900K Buy
3,912
+627
+19% +$151K 0.48% 26
2023
Q2 		$780K Sell
3,285
-78
-2% -$17.9K 0.41% 25
2023
Q1 		$758K Sell
3,363
-347
-9% -$77.2K 0.4% 28
2022
Q4 		$771K Buy
3,710
+621
+20% +$125K 0.44% 29
2022
Q3 		$549K Buy
3,089
+12
+0.4% +$2.44K 0.5% 24
2022
Q2 		$628K Buy
3,077
+176
+6% +$36.4K 0.52% 25
2022
Q1 		$643K Sell
2,901
-44
-1% -$9.52K 0.5% 21
2021
Q4 		$638K Buy
2,945
+169
+6% +$36.3K 0.42% 24
2021
Q3 		$618K Sell
2,776
-27
-1% -$6.33K 0.41% 23
2021
Q2 		$664K Buy
2,803
+272
+11% +$62.2K 0.46% 23
2021
Q1 		$536K Buy
+2,531
New +$533K 0.46% 22

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

Fi3 Financial Advisors's V Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Visa (V) stake by 6.5% in Q1 2026, buying an estimated $77.8K and bringing the position to 3,970 shares worth $1.2M. The position accounts for 0.35% of the portfolio, ranked #29.

Fi3 Financial Advisors first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fi3 Financial Advisors held 3,970 shares of Visa worth $1.2M as of Q1 2026.
  • Fi3 Financial Advisors bought 242 Visa shares in Q1 2026, an estimated $77.8K.
  • Visa made up 0.35% of Fi3 Financial Advisors's portfolio in Q1 2026, its #29 holding.
  • Fi3 Financial Advisors first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's Visa position peaked at $1.43M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.