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HFM Investment Advisors’s Visa V Stock Holding History

HFM Investment 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 		$28.5K Buy
83
+36
+77% +$11.6K 0.01% 69
2026
Q1 		$14.2K Sell
47
-14
-23% -$4.5K 0.01% 105
2025
Q4 		$21.4K Buy
61
+7
+13% +$2.38K 0.01% 93
2025
Q3 		$18.4K Sell
54
-4
-7% -$1.38K 0.01% 68
2025
Q2 		$20.6K Buy
58
+18
+45% +$6.27K 0.01% 67
2025
Q1 		$14K Buy
+40
New +$13.5K 0.01% 69

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

HFM Investment Advisors's V Position: Q2 2026 in Review

HFM Investment Advisors increased its Visa (V) stake by 77% in Q2 2026, buying an estimated $11.6K and bringing the position to 83 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #69.

HFM Investment Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HFM Investment Advisors held 83 shares of Visa worth $28.5K as of Q2 2026.
  • HFM Investment Advisors bought 36 Visa shares in Q2 2026, an estimated $11.6K.
  • Visa made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • HFM Investment Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.