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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Guerra Pan Advisors's V Position: Q1 2026 in Review

Guerra Pan Advisors held its Visa (V) position steady in Q1 2026 at 7,036 shares worth $2.13M. The position accounts for 1.32% of the portfolio, ranked #22.

Guerra Pan Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Guerra Pan Advisors held 7,036 shares of Visa worth $2.13M as of Q1 2026.
Guerra Pan Advisors left its Visa share count unchanged in Q1 2026.
Visa made up 1.32% of Guerra Pan Advisors's portfolio in Q1 2026, its #22 holding.
Guerra Pan Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Visa position peaked at $2.5M in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.