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Finivi Inc’s Visa V Stock Holding History

Finivi Inc’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 		$1.01M Buy
2,943
+21
+0.7% +$6.74K 0.52% 49
2026
Q1 		$883K Buy
2,922
+142
+5% +$45.7K 0.48% 48
2025
Q4 		$975K Sell
2,780
-61
-2% -$20.8K 0.56% 44
2025
Q3 		$970K Buy
2,841
+12
+0.4% +$4.15K 0.62% 39
2025
Q2 		$1M Buy
2,829
+1,430
+102% +$498K 0.68% 40
2025
Q1 		$490K Buy
1,399
+120
+9% +$40.6K 0.39% 58
2024
Q4 		$404K Sell
1,279
-15
-1% -$4.51K 0.32% 64
2024
Q3 		$356K Sell
1,294
-872
-40% -$236K 0.29% 65
2024
Q2 		$569K Buy
2,166
+26
+1% +$7.13K 0.47% 53
2024
Q1 		$597K Buy
2,140
+198
+10% +$54.7K 0.54% 49
2023
Q4 		$506K Buy
+1,942
New +$479K 0.49% 56

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

Finivi Inc's V Position: Q2 2026 in Review

Finivi Inc increased its Visa (V) stake by 0.72% in Q2 2026, buying an estimated $6.74K and bringing the position to 2,943 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #49.

Finivi Inc first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,495 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Finivi Inc held 2,943 shares of Visa worth $1.01M as of Q2 2026.
  • Finivi Inc bought 21 Visa shares in Q2 2026, an estimated $6.74K.
  • Visa made up 0.52% of Finivi Inc's portfolio in Q2 2026, its #49 holding.
  • Finivi Inc first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,495 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.