Guerra Pan Advisors’s Visa V Stock Holding History

Guerra Pan 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
2026 Q2	$1.95M	Sell	5,689 -1,347	-19%	-$432K	1.09%	25
2026 Q1	$2.13M	Hold	7,036	–	–	1.32%	22
2025 Q4	$2.47M	Hold	7,036	–	–	1.46%	22
2025 Q3	$2.4M	Hold	7,036	–	–	1.45%	20
2025 Q2	$2.5M	Hold	7,036	–	–	1.65%	19
2025 Q1	$2.47M	Hold	7,036	–	–	1.93%	16
2024 Q4	$2.22M	Hold	7,036	–	–	1.61%	17
2024 Q3	$1.93M	Hold	7,036	–	–	1.55%	20
2024 Q2	$1.85M	Buy	7,036 +199	+3%	+$54.5K	1.55%	19
2024 Q1	$1.91M	Hold	6,837	–	–	1.76%	17
2023 Q4	$1.78M	Buy	6,837 +492	+8%	+$121K	1.7%	17
2023 Q3	$1.46M	Buy	6,345 +78	+1%	+$18.7K	1.68%	15
2023 Q2	$1.49M	Buy	6,267 +14	+0.2%	+$3.2K	1.65%	16
2023 Q1	$1.41M	Buy	6,253 +35	+0.6%	+$7.79K	1.77%	16
2022 Q4	$1.29M	Hold	6,218	–	–	1.77%	16
2022 Q3	$1.14M	Hold	6,218	–	–	1.67%	14
2022 Q2	$1.32M	Hold	6,218	–	–	1.63%	15
2022 Q1	$1.33M	Hold	6,218	–	–	1.61%	15
2021 Q4	$1.35M	Buy	+6,218	New	+$1.33M	1.34%	23

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Guerra Pan Advisors's V Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Visa (V) stake by 19% in Q2 2026, selling an estimated $432K and leaving 5,689 shares worth $1.95M. The position accounts for 1.09% of the portfolio, ranked #25.

Guerra Pan Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q2 2025. 4,573 funds tracked by Wall St. Rank hold V as of Q2 2026.

Guerra Pan Advisors held 5,689 shares of Visa worth $1.95M as of Q2 2026.
Guerra Pan Advisors sold 1,347 Visa shares in Q2 2026, an estimated $432K.
Visa made up 1.09% of Guerra Pan Advisors's portfolio in Q2 2026, its #25 holding.
Guerra Pan Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Visa position peaked at $2.5M in Q2 2025.
4,573 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.