Financial Engines Advisors
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Financial Engines Advisors’s Visa V Stock Holding History

Financial Engines 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 		$1.95M Sell
6,445
-618
-9% -$199K ﹤0.01% 233
2025
Q4 		$2.48M Sell
7,063
-714
-9% -$243K ﹤0.01% 212
2025
Q3 		$2.65M Sell
7,777
-246
-3% -$85.1K 0.01% 204
2025
Q2 		$2.85M Buy
8,023
+2,189
+38% +$763K 0.01% 185
2025
Q1 		$2.04M Sell
5,834
-130
-2% -$44K ﹤0.01% 189
2024
Q4 		$1.88M Buy
5,964
+3,146
+112% +$946K ﹤0.01% 201
2024
Q3 		$775K Sell
2,818
-68
-2% -$18.4K ﹤0.01% 249
2024
Q2 		$758K Sell
2,886
-37
-1% -$10.1K ﹤0.01% 227
2024
Q1 		$816K Buy
2,923
+653
+29% +$180K ﹤0.01% 213
2023
Q4 		$591K Buy
2,270
+523
+30% +$129K ﹤0.01% 214
2023
Q3 		$402K Buy
1,747
+48
+3% +$11.5K ﹤0.01% 218
2023
Q2 		$403K Sell
1,699
-138
-8% -$31.6K ﹤0.01% 223
2023
Q1 		$414K Sell
1,837
-447
-20% -$99.5K ﹤0.01% 225
2022
Q4 		$475K Buy
2,284
+60
+3% +$12.1K ﹤0.01% 217
2022
Q3 		$395K Buy
2,224
+362
+19% +$73.7K ﹤0.01% 216
2022
Q2 		$366K Sell
1,862
-74
-4% -$15.3K ﹤0.01% 228
2022
Q1 		$429K Buy
1,936
+855
+79% +$185K ﹤0.01% 212
2021
Q4 		$234K Sell
1,081
-1,744
-62% -$374K ﹤0.01% 252
2021
Q3 		$629K Buy
2,825
+452
+19% +$106K ﹤0.01% 150
2021
Q2 		$555K Sell
2,373
-948
-29% -$217K ﹤0.01% 136
2021
Q1 		$703K Sell
3,321
-180
-5% -$37.9K ﹤0.01% 142
2020
Q4 		$766K Buy
3,501
+235
+7% +$48.1K ﹤0.01% 134
2020
Q3 		$653K Buy
3,266
+1,015
+45% +$203K ﹤0.01% 143
2020
Q2 		$435K Buy
+2,251
New +$411K ﹤0.01% 142
2018
Q1 		– Sell
-22
Closed -$3K – 230
2017
Q4 		$3K Buy
+22
New +$2.43K ﹤0.01% 132

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

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

Financial Engines Advisors reduced its Visa (V) stake by 8.7% in Q1 2026, selling an estimated $199K and leaving 6,445 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Financial Engines Advisors first reported a position in V in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.85M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Financial Engines Advisors held 6,445 shares of Visa worth $1.95M as of Q1 2026.
  • Financial Engines Advisors sold 618 Visa shares in Q1 2026, an estimated $199K.
  • Visa made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #233 holding.
  • Financial Engines Advisors first reported a position in Visa in Q4 2017 and has held it in 25 quarters since.
  • Financial Engines Advisors's Visa position peaked at $2.85M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.