KIM
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Kestra Investment Management’s Visa V Stock Holding History

Kestra Investment Management’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 		$2.45M Sell
8,115
-392
-5% -$126K 0.04% 120
2025
Q4 		$2.98M Buy
8,507
+49
+0.6% +$16.7K 0.07% 101
2025
Q3 		$2.89M Sell
8,458
-8,588
-50% -$2.97M 0.08% 97
2025
Q2 		$6.01M Buy
17,046
+7,405
+77% +$2.58M 0.09% 78
2025
Q1 		$3.38M Buy
9,641
+2,932
+44% +$992K 0.11% 71
2024
Q4 		$2.12M Sell
6,709
-499
-7% -$150K 0.08% 80
2024
Q3 		$1.98M Buy
+7,208
New +$1.95M 0.09% 79

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kestra Investment Management's V Position: Q1 2026 in Review

Kestra Investment Management reduced its Visa (V) stake by 4.6% in Q1 2026, selling an estimated $126K and leaving 8,115 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #120.

Kestra Investment Management first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.01M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Kestra Investment Management held 8,115 shares of Visa worth $2.45M as of Q1 2026.
  • Kestra Investment Management sold 392 Visa shares in Q1 2026, an estimated $126K.
  • Visa made up 0.04% of Kestra Investment Management's portfolio in Q1 2026, its #120 holding.
  • Kestra Investment Management first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Visa position peaked at $6.01M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.