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IRON Financial’s Visa V Stock Holding History

IRON Financial’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 		$351K Buy
1,022
+38
+4% +$12.2K 0.14% 92
2026
Q1 		$297K Buy
984
+76
+8% +$24.4K 0.13% 98
2025
Q4 		$318K Buy
908
+3
+0.3% +$1.02K 0.15% 86
2025
Q3 		$309K Buy
905
+3
+0.3% +$1.04K 0.15% 82
2025
Q2 		$320K Buy
902
+21
+2% +$7.32K 0.17% 85
2025
Q1 		$309K Hold
881
– – 0.17% 74
2024
Q4 		$278K Hold
881
– – 0.16% 77
2024
Q3 		$242K Sell
881
-1
-0.1% -$270 0.13% 84
2024
Q2 		$231K Buy
882
+5
+0.6% +$1.37K 0.13% 88
2024
Q1 		$245K Buy
877
+108
+14% +$29.8K 0.14% 85
2023
Q4 		$200K Buy
+769
New +$190K 0.11% 95
2022
Q2 		– Sell
-997
Closed -$221K – 111
2022
Q1 		$221K Sell
997
-77
-7% -$16.7K 0.1% 98
2021
Q4 		$233K Hold
1,074
– – 0.1% 100
2021
Q3 		$239K Sell
1,074
-24
-2% -$5.63K 0.11% 97
2021
Q2 		$257K Sell
1,098
-45
-4% -$10.3K 0.12% 87
2021
Q1 		$242K Sell
1,143
-932
-45% -$196K 0.13% 87
2020
Q4 		$454K Buy
2,075
+847
+69% +$173K 0.23% 43
2020
Q3 		$246K Sell
1,228
-241
-16% -$48.1K 0.14% 85
2020
Q2 		$284K Buy
1,469
+21
+1% +$3.84K 0.15% 80
2020
Q1 		$233K Sell
1,448
-48
-3% -$9.04K 0.15% 87
2019
Q4 		$281K Buy
1,496
+96
+7% +$17.3K 0.13% 90
2019
Q3 		$241K Buy
+1,400
New +$249K 0.18% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

IRON Financial's V Position: Q2 2026 in Review

IRON Financial increased its Visa (V) stake by 3.9% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,022 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #92.

IRON Financial first reported a position in V in Q3 2019 and has held it in 22 quarters since. The position peaked at $454K in Q4 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • IRON Financial held 1,022 shares of Visa worth $351K as of Q2 2026.
  • IRON Financial bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.14% of IRON Financial's portfolio in Q2 2026, its #92 holding.
  • IRON Financial first reported a position in Visa in Q3 2019 and has held it in 22 quarters since.
  • IRON Financial's Visa position peaked at $454K in Q4 2020.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.