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Financial Network Wealth Advisors’s Visa V Stock Holding History

Financial Network Wealth 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
Q2 		$316K Buy
920
+29
+3% +$9.31K 0.32% 67
2026
Q1 		$269K Buy
891
+18
+2% +$5.79K 0.28% 74
2025
Q4 		$306K Buy
873
+13
+2% +$4.43K 0.32% 62
2025
Q3 		$294K Sell
860
-66
-7% -$22.8K 0.32% 65
2025
Q2 		$329K Sell
926
-109
-11% -$38K 0.4% 48
2025
Q1 		$363K Buy
1,035
+218
+27% +$73.8K 0.48% 42
2024
Q4 		$258K Sell
817
-1,203
-60% -$362K 0.48% 44
2024
Q3 		$555K Sell
2,020
-1
-0% -$270 0.46% 49
2024
Q2 		$531K Buy
2,021
+86
+4% +$23.6K 0.4% 56
2024
Q1 		$540K Buy
1,935
+43
+2% +$11.9K 0.54% 54
2023
Q4 		$493K Buy
+1,892
New +$466K 0.52% 49

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 Network Wealth Advisors's V Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $9.31K and bringing the position to 920 shares worth $316K. The position accounts for 0.32% of the portfolio, ranked #67.

Financial Network Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q3 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Network Wealth Advisors held 920 shares of Visa worth $316K as of Q2 2026.
  • Financial Network Wealth Advisors bought 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 0.32% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Financial Network Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Financial Network Wealth Advisors's Visa position peaked at $555K in Q3 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.