MLG Wealth Management DBA Pine Grove Financial Group’s Visa V Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025 Q4	$217K	Buy	+619	New	+$211K	0.03%	178

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's V Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Visa (V) in Q4 2025: 619 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

4,607 funds tracked by Wall St. Rank hold V as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 619 shares of Visa worth $217K as of Q4 2025.
Visa was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Visa made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #178 holding.
4,607 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.