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Financial Freedom LLC’s Visa V Stock Holding History

Financial Freedom LLC’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 		– Sell
-140
Closed -$42.4K – 374
2026
Q1 		$42.4K Buy
140
+73
+109% +$23.5K 0.02% 178
2025
Q4 		$23.5K Hold
67
– – 0.01% 213
2025
Q3 		$22.9K Hold
67
– – 0.01% 222
2025
Q2 		$23.8K Hold
67
– – 0.01% 216
2025
Q1 		$23.5K Hold
67
– – 0.01% 216
2024
Q4 		$21.2K Hold
67
– – 0.01% 220
2024
Q3 		$18.4K Sell
67
-81
-55% -$21.9K 0.01% 229
2024
Q2 		$38.8K Hold
148
– – 0.02% 175
2024
Q1 		$41.2K Hold
148
– – 0.02% 170
2023
Q4 		$38.5K Hold
148
– – 0.02% 170
2023
Q3 		$34K Hold
148
– – 0.02% 173
2023
Q2 		$35.1K Hold
148
– – 0.02% 168
2023
Q1 		$33.3K Sell
148
-5
-3% -$1.11K 0.02% 170
2022
Q4 		$31.7K Buy
+153
New +$30.9K 0.02% 173

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 Freedom LLC's V Position: Q2 2026 in Review

Financial Freedom LLC sold out of Visa (V) in Q2 2026, closing a stake of 140 shares — an estimated $42.4K sold.

Financial Freedom LLC first reported a position in V in Q4 2022 and held it in 14 quarters. The position peaked at $42.4K in Q1 2026. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Freedom LLC reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 140 Visa shares in Q2 2026, an estimated $42.4K.
  • Financial Freedom LLC first reported a position in Visa in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Visa position peaked at $42.4K in Q1 2026.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.