FNWA
V icon

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
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 $5.7T 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