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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
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 $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

IFC Advisors's V Position: Q1 2026 in Review

IFC Advisors reduced its Visa (V) stake by 5.6% in Q1 2026, selling an estimated $121K and leaving 6,310 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #54.

IFC Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • IFC Advisors held 6,310 shares of Visa worth $1.91M as of Q1 2026.
  • IFC Advisors sold 377 Visa shares in Q1 2026, an estimated $121K.
  • Visa made up 0.27% of IFC Advisors's portfolio in Q1 2026, its #54 holding.
  • IFC Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Visa position peaked at $2.69M in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.