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Kapstone Financial Advisors’s Visa V Stock Holding History

Kapstone Financial Advisors’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 		$1.09M Buy
3,170
+18
+0.6% +$5.78K 0.46% 43
2026
Q1 		$953K Buy
3,152
+149
+5% +$47.9K 0.47% 44
2025
Q4 		$1.05M Sell
3,003
-16
-0.5% -$5.45K 0.52% 33
2025
Q3 		$1.03M Buy
3,019
+106
+4% +$36.7K 0.49% 30
2025
Q2 		$1.03M Buy
2,913
+19
+0.7% +$6.62K 0.52% 33
2025
Q1 		$1.01M Sell
2,894
-3
-0.1% -$1.01K 0.57% 33
2024
Q4 		$973K Sell
2,897
-103
-3% -$31K 0.52% 33
2024
Q3 		$826K Sell
3,000
-75
-2% -$20.3K 0.5% 36
2024
Q2 		$807K Sell
3,075
-30
-1% -$8.22K 0.53% 34
2024
Q1 		$867K Sell
3,105
-87
-3% -$24K 0.59% 34
2023
Q4 		$870K Sell
3,192
-4
-0.1% -$986 0.68% 31
2023
Q3 		$735K Hold
3,196
– – 0.66% 31
2023
Q2 		$766K Sell
3,196
-215
-6% -$49.2K 0.63% 31
2023
Q1 		$794K Buy
3,411
+40
+1% +$8.9K 0.72% 29
2022
Q4 		$774K Buy
+3,371
New +$680K 0.7% 29

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

Kapstone Financial Advisors's V Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Visa (V) stake by 0.57% in Q2 2026, buying an estimated $5.78K and bringing the position to 3,170 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #43.

Kapstone Financial Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kapstone Financial Advisors held 3,170 shares of Visa worth $1.09M as of Q2 2026.
  • Kapstone Financial Advisors bought 18 Visa shares in Q2 2026, an estimated $5.78K.
  • Visa made up 0.46% of Kapstone Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Kapstone Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.