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Francis Financial’s Visa V Stock Holding History

Francis Financial’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 		$391K Buy
1,139
+169
+17% +$54.3K 0.06% 84
2026
Q1 		$293K Sell
970
-114
-11% -$36.7K 0.05% 90
2025
Q4 		$380K Sell
1,084
-44
-4% -$15K 0.07% 76
2025
Q3 		$661K Buy
1,128
+153
+16% +$53K 0.12% 59
2025
Q2 		$346K Buy
975
+73
+8% +$25.4K 0.08% 72
2025
Q1 		$316K Sell
902
-695
-44% -$235K 0.08% 70
2024
Q4 		$271K Buy
1,597
+799
+100% +$240K 0.07% 79
2024
Q3 		$219K Sell
798
-67
-8% -$18.1K 0.06% 91
2024
Q2 		$227K Buy
+865
New +$237K 0.07% 77

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

Francis Financial's V Position: Q2 2026 in Review

Francis Financial increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $54.3K and bringing the position to 1,139 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #84.

Francis Financial first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $661K in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Francis Financial held 1,139 shares of Visa worth $391K as of Q2 2026.
  • Francis Financial bought 169 Visa shares in Q2 2026, an estimated $54.3K.
  • Visa made up 0.06% of Francis Financial's portfolio in Q2 2026, its #84 holding.
  • Francis Financial first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Francis Financial's Visa position peaked at $661K in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.