Financial Network Wealth Management’s Visa V Stock Holding History

Financial Network Wealth Management’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	$1.3M	Sell	4,297 -30	-0.7%	-$9.65K	0.41%	36
2025 Q4	$1.52M	Sell	4,327 -5	-0.1%	-$1.7K	0.47%	32
2025 Q3	$1.45M	Buy	+4,332	New	+$1.5M	0.45%	33
2025 Q1	$1.71M	Sell	4,891 -134	-3%	-$45.3K	0.61%	34
2024 Q4	$1.59M	Sell	5,025 -340	-6%	-$102K	0.57%	34
2024 Q3	$1.48M	Sell	5,365 -16	-0.3%	-$4.33K	0.53%	35
2024 Q2	$1.41M	Buy	+5,381	New	+$1.47M	0.54%	35
2024 Q1	–	Sell	-5,424	Closed	-$1.41M	–	97
2023 Q4	$1.41M	Sell	5,424 -236	-4%	-$58.2K	0.61%	33
2023 Q3	$1.31M	Buy	5,660 +208	+4%	+$50K	0.64%	32
2023 Q2	$1.28M	Sell	5,452 -225	-4%	-$51.5K	0.59%	34
2023 Q1	$1.28M	Sell	5,677 -88	-2%	-$19.6K	0.63%	35
2022 Q4	$1.2M	Sell	5,765 -33	-0.6%	-$6.66K	0.65%	37
2022 Q3	$1.03M	Buy	5,798 +64	+1%	+$13K	0.64%	32
2022 Q2	$1.13M	Hold	5,734	–	–	0.68%	27
2022 Q1	$1.27M	Sell	5,734 -6	-0.1%	-$1.3K	0.66%	26
2021 Q4	$1.24M	Hold	5,740	–	–	0.63%	26
2021 Q3	$1.28M	Hold	5,740	–	–	0.73%	22
2021 Q2	$1.34M	Hold	5,740	–	–	0.79%	18
2021 Q1	$1.22M	Buy	5,740 +150	+3%	+$31.6K	0.79%	20
2020 Q4	$1.22M	Buy	+5,590	New	+$1.14M	0.96%	19

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Network Wealth Management's V Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Visa (V) stake by 0.69% in Q1 2026, selling an estimated $9.65K and leaving 4,297 shares worth $1.3M. The position accounts for 0.41% of the portfolio, ranked #36.

Financial Network Wealth Management first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Financial Network Wealth Management held 4,297 shares of Visa worth $1.3M as of Q1 2026.
Financial Network Wealth Management sold 30 Visa shares in Q1 2026, an estimated $9.65K.
Visa made up 0.41% of Financial Network Wealth Management's portfolio in Q1 2026, its #36 holding.
Financial Network Wealth Management first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's Visa position peaked at $1.71M in Q1 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.