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Financial Advisory Partners’s Visa V Stock Holding History

Financial Advisory Partners’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 		$4.04M Buy
11,775
+20
+0.2% +$6.42K 1.06% 33
2026
Q1 		$3.55M Buy
11,755
+170
+1% +$54.7K 1% 36
2025
Q4 		$4.06M Sell
11,585
-191
-2% -$65.1K 1.15% 28
2025
Q3 		$4.02M Sell
11,776
-100
-0.8% -$34.6K 1.17% 28
2025
Q2 		$4.22M Sell
11,876
-750
-6% -$261K 1.33% 24
2025
Q1 		$4.42M Sell
12,626
-169
-1% -$57.2K 1.48% 20
2024
Q4 		$4.04M Sell
12,795
-48
-0.4% -$14.4K 1.34% 23
2024
Q3 		$3.53M Sell
12,843
-298
-2% -$80.6K 1.17% 38
2024
Q2 		$3.45M Sell
13,141
-443
-3% -$121K 1.29% 27
2024
Q1 		$3.79M Sell
13,584
-2,385
-15% -$658K 1.46% 25
2023
Q4 		$4.16M Sell
15,969
-1,495
-9% -$368K 1.51% 23
2023
Q3 		$4.02M Sell
17,464
-178
-1% -$42.8K 1.62% 14
2023
Q2 		$4.19M Sell
17,642
-113
-0.6% -$25.9K 1.61% 20
2023
Q1 		$4M Sell
17,755
-249
-1% -$55.4K 1.58% 22
2022
Q4 		$3.74M Sell
18,004
-185
-1% -$37.3K 1.54% 30
2022
Q3 		$3.23M Buy
18,189
+114
+0.6% +$23.2K 1.41% 38
2022
Q2 		$3.56M Buy
18,075
+428
+2% +$88.5K 1.47% 34
2022
Q1 		$3.91M Buy
17,647
+611
+4% +$132K 1.45% 28
2021
Q4 		$3.69M Buy
+17,036
New +$3.66M 1.35% 35

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

Financial Advisory Partners's V Position: Q2 2026 in Review

Financial Advisory Partners increased its Visa (V) stake by 0.17% in Q2 2026, buying an estimated $6.42K and bringing the position to 11,775 shares worth $4.04M. The position accounts for 1.06% of the portfolio, ranked #33.

Financial Advisory Partners first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q1 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Advisory Partners held 11,775 shares of Visa worth $4.04M as of Q2 2026.
  • Financial Advisory Partners bought 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 1.06% of Financial Advisory Partners's portfolio in Q2 2026, its #33 holding.
  • Financial Advisory Partners first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Financial Advisory Partners's Visa position peaked at $4.42M in Q1 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.