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Financial Insights’s Visa V Stock Holding History

Financial Insights’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 		$722K Hold
2,390
– – 0.23% 60
2025
Q4 		$838K Sell
2,390
-437
-15% -$149K 0.28% 53
2025
Q3 		$965K Buy
2,827
+223
+9% +$77.2K 0.32% 45
2025
Q2 		$925K Buy
2,604
+72
+3% +$25.1K 0.34% 44
2025
Q1 		$887K Buy
2,532
+25
+1% +$8.46K 0.35% 40
2024
Q4 		$792K Sell
2,507
-1,210
-33% -$364K 0.29% 45
2024
Q3 		$1.02M Sell
3,717
-1,774
-32% -$480K 0.32% 50
2024
Q2 		$1.44M Sell
5,491
-318
-5% -$87.2K 0.4% 43
2024
Q1 		$1.62M Sell
5,809
-1,263
-18% -$349K 0.45% 44
2023
Q4 		$1.84M Buy
7,072
+133
+2% +$32.8K 0.58% 35
2023
Q3 		$1.63M Buy
6,939
+1,041
+18% +$250K 0.58% 33
2023
Q2 		$1.4M Buy
5,898
+1,309
+29% +$300K 0.51% 39
2023
Q1 		$1.03M Buy
4,589
+2,870
+167% +$639K 0.42% 44
2022
Q4 		$357K Buy
1,719
+128
+8% +$25.8K 0.17% 103
2022
Q3 		$283K Buy
1,591
+200
+14% +$40.7K 0.19% 100
2022
Q2 		$274K Hold
1,391
– – 0.28% 67
2022
Q1 		$308K Hold
1,391
– – 0.28% 61
2021
Q4 		$301K Hold
1,391
– – 0.26% 64
2021
Q3 		$310K Hold
1,391
– – 0.29% 58
2021
Q2 		$3.25M Hold
1,391
– – 0.27% 59
2021
Q1 		$295K Hold
1,391
– – 0.22% 63
2020
Q4 		$304K Hold
1,391
– – 0.24% 55
2020
Q3 		$278K Sell
1,391
-662
-32% -$132K 0.24% 56
2020
Q2 		$269 Buy
2,053
+562
+38% +$103K 0.24% 56
2020
Q1 		$240K Sell
1,491
-10
-0.7% -$1.88K 0.25% 60
2019
Q4 		$282K Buy
1,501
+10
+0.7% +$1.8K 0.25% 58
2019
Q3 		$256K Hold
1,491
– – 0.25% 60
2019
Q2 		$263K Hold
1,491
– – 0.27% 50
2019
Q1 		$245K Hold
1,491
– – 0.26% 51
2018
Q4 		$201K Buy
+1,491
New +$206K 0.22% 58

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 Insights's V Position: Q1 2026 in Review

Financial Insights held its Visa (V) position steady in Q1 2026 at 2,390 shares worth $722K. The position accounts for 0.23% of the portfolio, ranked #60.

Financial Insights first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.25M in Q2 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Financial Insights held 2,390 shares of Visa worth $722K as of Q1 2026.
  • Financial Insights left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.23% of Financial Insights's portfolio in Q1 2026, its #60 holding.
  • Financial Insights first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's Visa position peaked at $3.25M in Q2 2021.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.