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Goldstone Financial Group’s Visa V Stock Holding History

Goldstone Financial Group’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 		$606K Buy
1,766
+69
+4% +$22.2K 0.06% 168
2026
Q1 		$513K Sell
1,697
-76
-4% -$24.4K 0.06% 165
2025
Q4 		$622K Sell
1,773
-247
-12% -$84.2K 0.07% 149
2025
Q3 		$690K Buy
2,020
+74
+4% +$25.6K 0.08% 142
2025
Q2 		$698K Buy
1,946
+487
+33% +$170K 0.09% 128
2025
Q1 		$511K Buy
1,459
+104
+8% +$35.2K 0.08% 133
2024
Q4 		$428K Buy
1,355
+130
+11% +$39.1K 0.07% 137
2024
Q3 		$337K Sell
1,225
-22
-2% -$5.95K 0.06% 149
2024
Q2 		$327K Buy
1,247
+302
+32% +$82.8K 0.07% 137
2024
Q1 		$264K Sell
945
-4
-0.4% -$1.1K 0.06% 137
2023
Q4 		$247K Sell
949
-440
-32% -$108K 0.06% 141
2023
Q3 		$319K Sell
1,389
-76
-5% -$18.3K 0.09% 112
2023
Q2 		$348K Buy
1,465
+52
+4% +$11.9K 0.1% 110
2023
Q1 		$319K Buy
+1,413
New +$315K 0.11% 110

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

Goldstone Financial Group's V Position: Q2 2026 in Review

Goldstone Financial Group increased its Visa (V) stake by 4.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,766 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #168.

Goldstone Financial Group first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $698K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Goldstone Financial Group held 1,766 shares of Visa worth $606K as of Q2 2026.
  • Goldstone Financial Group bought 69 Visa shares in Q2 2026, an estimated $22.2K.
  • Visa made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #168 holding.
  • Goldstone Financial Group first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Visa position peaked at $698K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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