Florida Financial Advisors’s Visa V Stock Holding History

Florida Financial 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	$1.6M	Sell	5,278 -210	-4%	-$67.5K	0.38%	74
2025 Q4	$1.92M	Buy	5,488 +714	+15%	+$243K	0.52%	47
2025 Q3	$1.63M	Sell	4,774 -304	-6%	-$105K	0.5%	44
2025 Q2	$1.8M	Buy	5,078 +783	+18%	+$273K	0.6%	33
2025 Q1	$1.5M	Sell	4,295 -756	-15%	-$256K	0.59%	34
2024 Q4	$1.6M	Buy	5,051 +581	+13%	+$175K	0.71%	27
2024 Q3	$1.23M	Sell	4,470 -695	-13%	-$188K	0.63%	31
2024 Q2	$1.36M	Buy	5,165 +750	+17%	+$206K	0.81%	26
2024 Q1	$1.23M	Buy	4,415 +740	+20%	+$204K	0.91%	21
2023 Q4	$957K	Buy	+3,675	New	+$906K	0.89%	21

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

Florida Financial Advisors's V Position: Q1 2026 in Review

Florida Financial Advisors reduced its Visa (V) stake by 3.8% in Q1 2026, selling an estimated $67.5K and leaving 5,278 shares worth $1.6M. The position accounts for 0.38% of the portfolio, ranked #74.

Florida Financial Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Florida Financial Advisors held 5,278 shares of Visa worth $1.6M as of Q1 2026.
Florida Financial Advisors sold 210 Visa shares in Q1 2026, an estimated $67.5K.
Visa made up 0.38% of Florida Financial Advisors's portfolio in Q1 2026, its #74 holding.
Florida Financial Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Visa position peaked at $1.92M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.