IFC Advisors
V icon

IFC Advisors’s Visa V Stock Holding History

IFC 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
2026
Q2 		$1.87M Sell
5,448
-862
-14% -$277K 0.24% 67
2026
Q1 		$1.91M Sell
6,310
-377
-6% -$121K 0.27% 54
2025
Q4 		$2.35M Sell
6,687
-329
-5% -$112K 0.34% 53
2025
Q3 		$2.39M Sell
7,016
-571
-8% -$198K 0.44% 46
2025
Q2 		$2.69M Buy
7,587
+2,468
+48% +$860K 0.5% 39
2025
Q1 		$1.79M Buy
5,119
+2,353
+85% +$796K 0.37% 52
2024
Q4 		$874K Buy
+2,766
New +$832K 0.19% 91

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 $3.38T AUM 44.17% 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

IFC Advisors's V Position: Q2 2026 in Review

IFC Advisors reduced its Visa (V) stake by 14% in Q2 2026, selling an estimated $277K and leaving 5,448 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #67.

IFC Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q2 2025. 4,603 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • IFC Advisors held 5,448 shares of Visa worth $1.87M as of Q2 2026.
  • IFC Advisors sold 862 Visa shares in Q2 2026, an estimated $277K.
  • Visa made up 0.24% of IFC Advisors's portfolio in Q2 2026, its #67 holding.
  • IFC Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Visa position peaked at $2.69M in Q2 2025.
  • 4,603 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.