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Independence Financial Advisors’s Visa V Stock Holding History

Independence Financial 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 		– Sell
-572
Closed -$201K – 56
2025
Q4 		$201K Buy
+572
New +$195K 0.06% 55
2025
Q3 		– Sell
-566
Closed -$201K – 55
2025
Q2 		$201K Sell
566
-17
-3% -$5.92K 0.08% 51
2025
Q1 		$204K Buy
+583
New +$197K 0.08% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Independence Financial Advisors's V Position: Q1 2026 in Review

Independence Financial Advisors sold out of Visa (V) in Q1 2026, closing a stake of 572 shares — an estimated $201K sold.

Independence Financial Advisors first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $204K in Q1 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Independence Financial Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 572 Visa shares in Q1 2026, an estimated $201K.
  • Independence Financial Advisors first reported a position in Visa in Q1 2025 and held it in 3 quarters.
  • Independence Financial Advisors's Visa position peaked at $204K in Q1 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Independence Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.