J. Team Financial’s Visa V Stock Holding History

J. Team 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 Q1	–	Sell	-834	Closed	-$293K	–	95
2025 Q4	$293K	Sell	834 -366	-31%	-$125K	0.29%	71
2025 Q3	$410K	Buy	+1,200	New	+$415K	0.42%	45

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

J. Team Financial's V Position: Q1 2026 in Review

J. Team Financial sold out of Visa (V) in Q1 2026, closing a stake of 834 shares — an estimated $293K sold.

J. Team Financial first reported a position in V in Q3 2025 and held it in 2 quarters. The position peaked at $410K in Q3 2025. 4,456 funds tracked by Wall St. Rank hold V as of Q1 2026.

J. Team Financial reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
J. Team Financial sold 834 Visa shares in Q1 2026, an estimated $293K.
J. Team Financial first reported a position in Visa in Q3 2025 and held it in 2 quarters.
J. Team Financial's Visa position peaked at $410K in Q3 2025.
4,456 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on J. Team Financial's 13F filing for Q1 2026, filed 22 Apr 2026.