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 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 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

Kapstone Financial Advisors's V Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Visa (V) stake by 5% in Q1 2026, buying an estimated $47.9K and bringing the position to 3,152 shares worth $953K. The position accounts for 0.47% of the portfolio, ranked #44.

Kapstone Financial Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Kapstone Financial Advisors held 3,152 shares of Visa worth $953K as of Q1 2026.
Kapstone Financial Advisors bought 149 Visa shares in Q1 2026, an estimated $47.9K.
Visa made up 0.47% of Kapstone Financial Advisors's portfolio in Q1 2026, its #44 holding.
Kapstone Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Visa position peaked at $1.05M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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