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Investor's Fiduciary Advisor Network’s Visa V Stock Holding History

Investor's Fiduciary Advisor Network’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 		$2.99M Sell
9,903
-655
-6% -$211K 0.92% 21
2025
Q4 		$3.7M Buy
10,558
+344
+3% +$117K 0.79% 26
2025
Q3 		$3.49M Sell
10,214
-362
-3% -$125K 1.18% 15
2025
Q2 		$3.75M Buy
10,576
+722
+7% +$252K 1.4% 12
2025
Q1 		$3.45M Sell
9,854
-1,806
-15% -$611K 1.63% 12
2024
Q4 		$3.68M Buy
+11,660
New +$3.51M 1.41% 12

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

Investor's Fiduciary Advisor Network's V Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Visa (V) stake by 6.2% in Q1 2026, selling an estimated $211K and leaving 9,903 shares worth $2.99M. The position accounts for 0.92% of the portfolio, ranked #21.

Investor's Fiduciary Advisor Network first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.75M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 9,903 shares of Visa worth $2.99M as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 655 Visa shares in Q1 2026, an estimated $211K.
  • Visa made up 0.92% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #21 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's Visa position peaked at $3.75M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.