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Financial Advocates Investment Management’s Visa V Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$489K Sell
1,431
-13,676
-91% -$4.73M 0.27% 74
2025
Q2 		$5.36M Buy
15,107
+7,817
+107% +$2.72M 0.44% 42
2025
Q1 		$2.55M Sell
7,290
-14,715
-67% -$4.98M 0.18% 135
2024
Q4 		$6.95M Sell
22,005
-4,060
-16% -$1.22M 0.4% 52
2024
Q3 		$7.17M Buy
26,065
+241
+0.9% +$65.2K 0.41% 55
2024
Q2 		$6.78M Buy
25,824
+1,907
+8% +$523K 0.42% 49
2024
Q1 		$6.67M Buy
23,917
+315
+1% +$87K 0.39% 62
2023
Q4 		$6.14M Sell
23,602
-712
-3% -$175K 0.4% 63
2023
Q3 		$5.59M Sell
24,314
-232
-0.9% -$55.8K 0.4% 65
2023
Q2 		$5.83M Buy
24,546
+272
+1% +$62.3K 0.42% 58
2023
Q1 		$5.47M Buy
24,274
+2,627
+12% +$585K 0.39% 56
2022
Q4 		$4.5M Buy
21,647
+4,976
+30% +$1M 0.34% 72
2022
Q3 		$2.94M Sell
16,671
-4,076
-20% -$829K 0.24% 110
2022
Q2 		$4.08M Buy
20,747
+1,719
+9% +$355K 0.33% 79
2022
Q1 		$4.22M Sell
19,028
-345
-2% -$74.6K 0.28% 88
2021
Q4 		$3.96M Buy
19,373
+1,076
+6% +$231K 0.25% 100
2021
Q3 		$4.08M Sell
18,297
-4,745
-21% -$1.11M 0.28% 92
2021
Q2 		$5.37M Sell
23,042
-4,176
-15% -$955K 0.36% 56
2021
Q1 		$5.76M Sell
27,218
-148
-0.5% -$31.2K 0.41% 51
2020
Q4 		$5.99M Buy
27,366
+1,953
+8% +$400K 0.41% 50
2020
Q3 		$5.08M Buy
25,413
+210
+0.8% +$41.9K 0.43% 48
2020
Q2 		$4.87M Buy
25,203
+355
+1% +$64.9K 0.46% 42
2020
Q1 		$4M Sell
24,848
-2,214
-8% -$417K 0.57% 40
2019
Q4 		$5.08M Buy
27,062
+2,103
+8% +$379K 0.54% 40
2019
Q3 		$4.29M Buy
24,959
+163
+0.7% +$29K 0.49% 51
2019
Q2 		$4.3M Buy
24,796
+73
+0.3% +$12K 0.5% 47
2019
Q1 		$3.86M Buy
24,723
+246
+1% +$35.5K 0.48% 52
2018
Q4 		$3.23M Sell
24,477
-1,256
-5% -$173K 0.44% 58
2018
Q3 		$3.86M Buy
25,733
+961
+4% +$137K 0.43% 55
2018
Q2 		$3.28M Sell
24,772
-452
-2% -$58.2K 0.4% 69
2018
Q1 		$3.02M Buy
25,224
+5,672
+29% +$687K 0.39% 63
2017
Q4 		$2.23M Buy
+19,552
New +$2.16M 0.3% 79

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's V Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Visa (V) stake by 91% in Q3 2025, selling an estimated $4.73M and leaving 1,431 shares worth $489K. The position accounts for 0.27% of the portfolio, ranked #74.

Financial Advocates Investment Management first reported a position in V in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.17M in Q3 2024. 4,312 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Financial Advocates Investment Management held 1,431 shares of Visa worth $489K as of Q3 2025.
  • Financial Advocates Investment Management sold 13,676 Visa shares in Q3 2025, an estimated $4.73M.
  • Visa made up 0.27% of Financial Advocates Investment Management's portfolio in Q3 2025, its #74 holding.
  • Financial Advocates Investment Management first reported a position in Visa in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Visa position peaked at $7.17M in Q3 2024.
  • 4,312 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.