HFS
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Hopwood Financial Services’s Visa V Stock Holding History

Hopwood 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
Q1 		– Sell
-817
Closed -$286K – 91
2025
Q4 		$286K Buy
817
+191
+31% +$65.1K 0.2% 69
2025
Q3 		$214K Buy
626
+91
+17% +$31.5K 0.14% 88
2025
Q2 		$190K Hold
535
– – 0.15% 86
2025
Q1 		$187K Buy
535
+48
+10% +$16.2K 0.14% 89
2024
Q4 		$154K Buy
+487
New +$146K 0.12% 96

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Hopwood Financial Services's V Position: Q1 2026 in Review

Hopwood Financial Services sold out of Visa (V) in Q1 2026, closing a stake of 817 shares — an estimated $286K sold.

Hopwood Financial Services first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $286K in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hopwood Financial Services reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Hopwood Financial Services sold 817 Visa shares in Q1 2026, an estimated $286K.
  • Hopwood Financial Services first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Hopwood Financial Services's Visa position peaked at $286K in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Hopwood Financial Services's 13F filing for Q1 2026, filed 7 May 2026.