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Godfrey Financial Associates’s Visa V Stock Holding History

Godfrey Financial Associates’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 		$726K Sell
2,115
-118
-5% -$37.9K 0.56% 29
2026
Q1 		$675K Sell
2,233
-6
-0.3% -$1.93K 0.58% 27
2025
Q4 		$785K Buy
+2,239
New +$763K 0.68% 25

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

Godfrey Financial Associates's V Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Visa (V) stake by 5.3% in Q2 2026, selling an estimated $37.9K and leaving 2,115 shares worth $726K. The position accounts for 0.56% of the portfolio, ranked #29.

Godfrey Financial Associates first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Godfrey Financial Associates held 2,115 shares of Visa worth $726K as of Q2 2026.
  • Godfrey Financial Associates sold 118 Visa shares in Q2 2026, an estimated $37.9K.
  • Visa made up 0.56% of Godfrey Financial Associates's portfolio in Q2 2026, its #29 holding.
  • Godfrey Financial Associates first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Visa position peaked at $785K in Q4 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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