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Hoge Financial Services’s Visa V Stock Holding History

Hoge Financial Services’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 		$243K Buy
+709
New +$228K 0.12% 70
2026
Q1 		– Sell
-720
Closed -$252K – 75
2025
Q4 		$252K Buy
720
+34
+5% +$11.6K 0.14% 60
2025
Q3 		$234K Sell
686
-224
-25% -$77.5K 0.13% 61
2025
Q2 		$322K Buy
910
+97
+12% +$33.8K 0.2% 42
2025
Q1 		$285K Buy
813
+88
+12% +$29.8K 0.2% 42
2024
Q4 		$229K Buy
+725
New +$218K 0.17% 48

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

Hoge Financial Services's V Position: Q2 2026 in Review

Hoge Financial Services opened a new position in Visa (V) in Q2 2026: 709 shares worth $243K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Hoge Financial Services previously reported a position in V as recently as Q4 2025.

Hoge Financial Services first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $322K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hoge Financial Services held 709 shares of Visa worth $243K as of Q2 2026.
  • Visa was a new Hoge Financial Services position in Q2 2026.
  • Visa made up 0.12% of Hoge Financial Services's portfolio in Q2 2026, its #70 holding.
  • Hoge Financial Services first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Hoge Financial Services's Visa position peaked at $322K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.