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Kelleher Financial Advisors’s Visa V Stock Holding History

Kelleher 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 		$1.53M Buy
4,449
+1,807
+68% +$580K 0.22% 89
2026
Q1 		$807K Buy
2,642
+566
+27% +$182K 0.2% 78
2025
Q4 		$728K Hold
2,076
– – 0.17% 91
2025
Q3 		$709K Buy
2,076
+155
+8% +$53.6K 0.18% 87
2025
Q2 		$682K Sell
1,921
-2
-0.1% -$697 0.24% 59
2025
Q1 		$674K Sell
1,923
-134
-7% -$45.3K 0.27% 54
2024
Q4 		$650K Buy
2,057
+748
+57% +$225K 0.25% 53
2024
Q3 		$360K Hold
1,309
– – 0.14% 86
2024
Q2 		$344K Hold
1,309
– – 0.14% 86
2024
Q1 		$365K Hold
1,309
– – 0.15% 89
2023
Q4 		$341K Hold
1,309
– – 0.16% 78
2023
Q3 		$301K Sell
1,309
-650
-33% -$156K 0.15% 78
2023
Q2 		$465K Hold
1,959
– – 0.27% 67
2023
Q1 		$442K Hold
1,959
– – 0.29% 63
2022
Q4 		$407K Buy
1,959
+111
+6% +$22.4K 0.31% 61
2022
Q3 		$328K Hold
1,848
– – 0.24% 76
2022
Q2 		$363K Hold
1,848
– – 0.16% 93
2022
Q1 		$409K Buy
1,848
+39
+2% +$8.44K 0.23% 78
2021
Q4 		$392K Sell
1,809
-1,059
-37% -$227K 0.21% 79
2021
Q3 		$638K Buy
2,868
+1,709
+147% +$401K 0.28% 84
2021
Q2 		$271K Sell
1,159
-1,016
-47% -$232K 0.15% 99
2021
Q1 		$460K Buy
2,175
+1,059
+95% +$223K 0.3% 70
2020
Q4 		$244K Sell
1,116
-650
-37% -$133K 0.18% 89
2020
Q3 		$353K Hold
1,766
– – 0.29% 68
2020
Q2 		$341K Buy
+1,766
New +$323K 0.33% 68
2020
Q1 		– Sell
-1,116
Closed -$209K – 105
2019
Q4 		$209K Sell
1,116
-113
-9% -$20.4K 0.21% 89
2019
Q3 		$211K Hold
1,229
– – 0.26% 79
2019
Q2 		$213K Buy
+1,229
New +$201K 0.26% 78

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

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

Kelleher Financial Advisors increased its Visa (V) stake by 68% in Q2 2026, buying an estimated $580K and bringing the position to 4,449 shares worth $1.53M. The position accounts for 0.22% of the portfolio, ranked #89.

Kelleher Financial Advisors first reported a position in V in Q2 2019 and has held it in 28 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kelleher Financial Advisors held 4,449 shares of Visa worth $1.53M as of Q2 2026.
  • Kelleher Financial Advisors bought 1,807 Visa shares in Q2 2026, an estimated $580K.
  • Visa made up 0.22% of Kelleher Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • Kelleher Financial Advisors first reported a position in Visa in Q2 2019 and has held it in 28 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.