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Future Financial Wealth Management’s Visa V Stock Holding History

Future Financial 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
Q2 		$563K Buy
1,601
+8
+0.5% +$2.57K 0.35% 55
2026
Q1 		$503K Hold
1,593
– – 0.32% 58
2025
Q4 		$519K Buy
1,593
+73
+5% +$24.9K 0.35% 58
2025
Q3 		$519K Hold
1,520
– – 0.33% 56
2025
Q2 		$540K Hold
1,520
– – 0.37% 51
2025
Q1 		$533K Sell
1,520
-50
-3% -$16.9K 0.39% 54
2024
Q4 		$496K Hold
1,570
– – 0.36% 55
2024
Q3 		$432K Hold
1,570
– – 0.31% 65
2024
Q2 		$412K Sell
1,570
-355
-18% -$97.3K 0.36% 66
2024
Q1 		$537K Buy
1,925
+110
+6% +$30.4K 0.41% 53
2023
Q4 		$473K Hold
1,815
– – 0.47% 59
2023
Q3 		$417K Hold
1,815
– – 0.46% 56
2023
Q2 		$431K Buy
1,815
+50
+3% +$11.4K 0.45% 55
2023
Q1 		$404K Hold
1,765
– – 0.45% 60
2022
Q4 		$367K Hold
1,765
– – 0.42% 72
2022
Q3 		$348K Buy
1,765
+10
+0.6% +$2.04K 0.4% 73
2022
Q2 		$389K Hold
1,755
– – 0.38% 79
2022
Q1 		$389K Hold
1,755
– – 0.32% 79
2021
Q4 		$389K Sell
1,755
-1,247
-42% -$268K 0.31% 78
2021
Q3 		$702K Hold
3,002
– – 0.72% 50
2021
Q2 		$702K Sell
3,002
-39
-1% -$8.92K 0.72% 50
2021
Q1 		$644K Buy
3,041
+91
+3% +$19.2K 0.74% 43
2020
Q4 		$645K Buy
+2,950
New +$604K 0.74% 42

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

Future Financial Wealth Management's V Position: Q2 2026 in Review

Future Financial Wealth Management increased its Visa (V) stake by 0.5% in Q2 2026, buying an estimated $2.57K and bringing the position to 1,601 shares worth $563K. The position accounts for 0.35% of the portfolio, ranked #55.

Future Financial Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $702K in Q3 2021. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Future Financial Wealth Management held 1,601 shares of Visa worth $563K as of Q2 2026.
  • Future Financial Wealth Management bought 8 Visa shares in Q2 2026, an estimated $2.57K.
  • Visa made up 0.35% of Future Financial Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Future Financial Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Visa position peaked at $702K in Q3 2021.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.