FSA
V icon

Financial Security Advisor’s Visa V Stock Holding History

Financial Security Advisor’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 		$607K Sell
1,770
-8
-0.4% -$2.57K 0.1% 90
2026
Q1 		$537K Buy
1,778
+200
+13% +$64.3K 0.1% 85
2025
Q4 		$553K Sell
1,578
-122
-7% -$41.6K 0.11% 80
2025
Q3 		$580K Buy
1,700
+54
+3% +$18.7K 0.12% 73
2025
Q2 		$584K Buy
1,646
+120
+8% +$41.8K 0.13% 64
2025
Q1 		$535K Buy
1,526
+1
+0.1% +$338 0.14% 64
2024
Q4 		$482K Sell
1,525
-19
-1% -$5.71K 0.12% 65
2024
Q3 		$424K Sell
1,544
-77
-5% -$20.8K 0.11% 71
2024
Q2 		$425K Buy
1,621
+7
+0.4% +$1.92K 0.14% 63
2024
Q1 		$451K Buy
1,614
+5
+0.3% +$1.38K 0.16% 61
2023
Q4 		$419K Buy
1,609
+60
+4% +$14.8K 0.16% 61
2023
Q3 		$356K Buy
+1,549
New +$372K 0.16% 68

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 Security Advisor's V Position: Q2 2026 in Review

Financial Security Advisor reduced its Visa (V) stake by 0.45% in Q2 2026, selling an estimated $2.57K and leaving 1,770 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #90.

Financial Security Advisor first reported a position in V in Q3 2023 and has held it in 12 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Security Advisor held 1,770 shares of Visa worth $607K as of Q2 2026.
  • Financial Security Advisor sold 8 Visa shares in Q2 2026, an estimated $2.57K.
  • Visa made up 0.1% of Financial Security Advisor's portfolio in Q2 2026, its #90 holding.
  • Financial Security Advisor first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.