IFS Advisors’s Visa V Stock Holding History

IFS 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	$193K	Sell	563 -46	-8%	-$14.8K	0.09%	28
2026 Q1	$184K	Buy	609 +46	+8%	+$14.8K	0.09%	28
2025 Q4	$198K	Buy	563 +35	+7%	+$11.9K	0.1%	27
2025 Q3	$180K	Hold	528	–	–	0.11%	27
2025 Q2	$187K	Hold	528	–	–	0.14%	19
2025 Q1	$185K	Hold	528	–	–	0.15%	18
2024 Q4	$167K	Hold	528	–	–	0.13%	19
2024 Q3	$145K	Hold	528	–	–	0.12%	18
2024 Q2	$139K	Hold	528	–	–	0.12%	18
2024 Q1	$147K	Hold	528	–	–	0.13%	18
2023 Q4	$137K	Buy	528 +10	+2%	+$2.46K	0.16%	16
2023 Q3	$119K	Hold	518	–	–	0.22%	15
2023 Q2	$123K	Hold	518	–	–	0.3%	11
2023 Q1	$117K	Hold	518	–	–	0.48%	10
2022 Q4	$108K	Hold	518	–	–	0.19%	13
2022 Q3	$92K	Buy	518 +408	+371%	+$83K	0.17%	13
2022 Q2	$21K	Hold	110	–	–	0.06%	30
2022 Q1	$24K	Hold	110	–	–	0.02%	34
2021 Q4	$23K	Buy	+110	New	+$23.6K	0.02%	49
2021 Q1	–	Sell	-110	Closed	-$24K	–	143
2020 Q4	$24K	Buy	+110	New	+$22.5K	0.02%	68

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

IFS Advisors's V Position: Q2 2026 in Review

IFS Advisors reduced its Visa (V) stake by 7.6% in Q2 2026, selling an estimated $14.8K and leaving 563 shares worth $193K. The position accounts for 0.09% of the portfolio, ranked #28.

IFS Advisors first reported a position in V in Q4 2020 and has held it in 20 quarters since. The position peaked at $198K in Q4 2025. 4,568 funds tracked by Wall St. Rank hold V as of Q2 2026.

IFS Advisors held 563 shares of Visa worth $193K as of Q2 2026.
IFS Advisors sold 46 Visa shares in Q2 2026, an estimated $14.8K.
Visa made up 0.09% of IFS Advisors's portfolio in Q2 2026, its #28 holding.
IFS Advisors first reported a position in Visa in Q4 2020 and has held it in 20 quarters since.
IFS Advisors's Visa position peaked at $198K in Q4 2025.
4,568 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.