IWA
V icon

IBEX Wealth Advisors’s Visa V Stock Holding History

IBEX Wealth 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
2019
Q3 		– Sell
-3
Closed -$25K – 376
2019
Q2 		$25K Buy
+3
New +$491 0.01% 270

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

IBEX Wealth Advisors's V Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Visa (V) stake by 2.4% in Q1 2026, buying an estimated $274K and bringing the position to 36,007 shares worth $10.9M. The position accounts for 1.01% of the portfolio, ranked #27.

IBEX Wealth Advisors first reported a position in V in Q3 2016 and has held it in 37 quarters since. The position peaked at $16M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • IBEX Wealth Advisors held 36,007 shares of Visa worth $10.9M as of Q1 2026.
  • IBEX Wealth Advisors bought 852 Visa shares in Q1 2026, an estimated $274K.
  • Visa made up 1.01% of IBEX Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • IBEX Wealth Advisors first reported a position in Visa in Q3 2016 and has held it in 37 quarters since.
  • IBEX Wealth Advisors's Visa position peaked at $16M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.