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Guerra Advisors’s Visa V Stock Holding History

Guerra 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
2025
Q3 		$2.1M Buy
6,142
+1,997
+48% +$691K 0.77% 39
2025
Q2 		$1.47M Buy
4,145
+709
+21% +$247K 0.7% 40
2025
Q1 		$1.2M Buy
3,436
+136
+4% +$46K 0.67% 39
2024
Q4 		$1.04M Buy
+3,300
New +$992K 0.58% 38

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guerra Advisors's V Position: Q3 2025 in Review

Guerra Advisors increased its Visa (V) stake by 48% in Q3 2025, buying an estimated $691K and bringing the position to 6,142 shares worth $2.1M. The position accounts for 0.77% of the portfolio, ranked #39.

Guerra Advisors first reported a position in V in Q4 2024 and has held it in 4 quarters since. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Guerra Advisors held 6,142 shares of Visa worth $2.1M as of Q3 2025.
  • Guerra Advisors bought 1,997 Visa shares in Q3 2025, an estimated $691K.
  • Visa made up 0.77% of Guerra Advisors's portfolio in Q3 2025, its #39 holding.
  • Guerra Advisors first reported a position in Visa in Q4 2024 and has held it in 4 quarters since.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.