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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 $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

IBEX Wealth Advisors's V Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Visa (V) stake by 0.39% in Q2 2026, buying an estimated $44.6K and bringing the position to 36,146 shares worth $12.4M. The position accounts for 0.97% of the portfolio, ranked #30.

IBEX Wealth Advisors first reported a position in V in Q3 2016 and has held it in 38 quarters since. The position peaked at $16M in Q1 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • IBEX Wealth Advisors held 36,146 shares of Visa worth $12.4M as of Q2 2026.
  • IBEX Wealth Advisors bought 139 Visa shares in Q2 2026, an estimated $44.6K.
  • Visa made up 0.97% of IBEX Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • IBEX Wealth Advisors first reported a position in Visa in Q3 2016 and has held it in 38 quarters since.
  • IBEX Wealth Advisors's Visa position peaked at $16M in Q1 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.