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Howard Financial Services’s Visa V Stock Holding History

Howard 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 		$975K Buy
2,841
+74
+3% +$23.8K 0.1% 93
2026
Q1 		$836K Buy
2,767
+916
+49% +$295K 0.09% 91
2025
Q4 		$649K Buy
1,851
+336
+22% +$114K 0.08% 96
2025
Q3 		$517K Buy
1,515
+46
+3% +$15.9K 0.06% 101
2025
Q2 		$522K Sell
1,469
-379
-21% -$132K 0.07% 99
2025
Q1 		$648K Sell
1,848
-123
-6% -$41.6K 0.09% 83
2024
Q4 		$623K Buy
1,971
+1,050
+114% +$316K 0.08% 91
2024
Q3 		$253K Buy
921
+20
+2% +$5.41K 0.04% 142
2024
Q2 		$236K Sell
901
-593
-40% -$163K 0.04% 139
2024
Q1 		$417K Sell
1,494
-3
-0.2% -$828 0.07% 101
2023
Q4 		$390K Buy
1,497
+195
+15% +$48.1K 0.08% 103
2023
Q3 		$300K Buy
1,302
+35
+3% +$8.41K 0.07% 114
2023
Q2 		$301K Sell
1,267
-176
-12% -$40.3K 0.07% 105
2023
Q1 		$325K Buy
1,443
+34
+2% +$7.57K 0.08% 102
2022
Q4 		$293K Buy
1,409
+21
+2% +$4.24K 0.08% 102
2022
Q3 		$247K Buy
1,388
+74
+6% +$15.1K 0.08% 107
2022
Q2 		$259K Sell
1,314
-17
-1% -$3.51K 0.09% 98
2022
Q1 		$295K Sell
1,331
-496
-27% -$107K 0.09% 92
2021
Q4 		$396K Sell
1,827
-224
-11% -$48.1K 0.12% 74
2021
Q3 		$457K Buy
2,051
+1
+0% +$234 0.17% 59
2021
Q2 		$479K Sell
2,050
-300
-13% -$68.6K 0.19% 61
2021
Q1 		$497K Buy
2,350
+10
+0.4% +$2.1K 0.22% 50
2020
Q4 		$512K Buy
+2,340
New +$479K 0.27% 42

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

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

Howard Financial Services increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,841 shares worth $975K. The position accounts for 0.1% of the portfolio, ranked #93.

Howard Financial Services first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Howard Financial Services held 2,841 shares of Visa worth $975K as of Q2 2026.
  • Howard Financial Services bought 74 Visa shares in Q2 2026, an estimated $23.8K.
  • Visa made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #93 holding.
  • Howard Financial Services first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.