IFG
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Independent Financial Group’s Visa V Stock Holding History

Independent Financial Group’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 		$11.3M Buy
32,793
+1,216
+4% +$390K 0.21% 88
2026
Q1 		$9.54M Sell
31,577
-1,132
-3% -$364K 0.21% 93
2025
Q4 		$11.5M Sell
32,709
-36
-0.1% -$12.3K 0.26% 69
2025
Q3 		$11.2M Sell
32,745
-43
-0.1% -$14.9K 0.27% 67
2025
Q2 		$11.6M Sell
32,788
-1,342
-4% -$468K 0.32% 49
2025
Q1 		$12M Buy
34,130
+76
+0.2% +$25.7K 0.41% 37
2024
Q4 		$10.8M Buy
34,054
+3,942
+13% +$1.19M 0.36% 44
2024
Q3 		$8.28M Sell
30,112
-3,737
-11% -$1.01M 0.3% 59
2024
Q2 		$8.88M Sell
33,849
-1,813
-5% -$497K 0.36% 47
2024
Q1 		$9.95M Buy
35,662
+2,702
+8% +$746K 0.46% 34
2023
Q4 		$8.58M Buy
32,960
+2,672
+9% +$659K 0.46% 29
2023
Q3 		$6.97M Buy
30,288
+868
+3% +$209K 0.45% 31
2023
Q2 		$6.99M Buy
29,420
+1,859
+7% +$425K 0.48% 27
2023
Q1 		$6.21M Buy
27,561
+106
+0.4% +$23.6K 0.5% 29
2022
Q4 		$5.7M Sell
27,455
-724
-3% -$146K 0.49% 30
2022
Q3 		$5.01M Sell
28,179
-4,310
-13% -$877K 0.45% 33
2022
Q2 		$6.4M Buy
32,489
+1,495
+5% +$309K 0.68% 19
2022
Q1 		$6.87M Sell
30,994
-1,189
-4% -$257K 0.56% 23
2021
Q4 		$6.97M Buy
32,183
+2,498
+8% +$536K 0.58% 22
2021
Q3 		$6.61M Buy
29,685
+3,750
+14% +$879K 0.68% 19
2021
Q2 		$6.06M Buy
25,935
+1,827
+8% +$418K 0.64% 21
2021
Q1 		$5.1M Buy
24,108
+600
+3% +$126K 0.66% 21
2020
Q4 		$5.14M Sell
23,508
-323
-1% -$66.1K 0.76% 17
2020
Q3 		$4.77M Buy
23,831
+1,492
+7% +$298K 0.9% 14
2020
Q2 		$4.32M Buy
22,339
+1,946
+10% +$356K 0.95% 12
2020
Q1 		$3.29M Buy
+20,393
New +$3.84M 0.97% 15

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Independent Financial Group's V Position: Q2 2026 in Review

Independent Financial Group increased its Visa (V) stake by 3.9% in Q2 2026, buying an estimated $390K and bringing the position to 32,793 shares worth $11.3M. The position accounts for 0.21% of the portfolio, ranked #88.

Independent Financial Group first reported a position in V in Q1 2020 and has held it in 26 quarters since. The position peaked at $12M in Q1 2025. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Independent Financial Group held 32,793 shares of Visa worth $11.3M as of Q2 2026.
  • Independent Financial Group bought 1,216 Visa shares in Q2 2026, an estimated $390K.
  • Visa made up 0.21% of Independent Financial Group's portfolio in Q2 2026, its #88 holding.
  • Independent Financial Group first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Visa position peaked at $12M in Q1 2025.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.