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Key Client Fiduciary Advisors’s Visa V Stock Holding History

Key Client Fiduciary 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 		$1.01M Sell
2,942
-67
-2% -$21.5K 0.29% 69
2026
Q1 		$910K Buy
3,009
+1,855
+161% +$596K 0.31% 69
2025
Q4 		$405K Sell
1,154
-265
-19% -$90.3K 0.14% 127
2025
Q3 		$484K Sell
1,419
-49
-3% -$17K 0.16% 122
2025
Q2 		$521K Buy
1,468
+317
+28% +$110K 0.21% 109
2025
Q1 		$403K Sell
1,151
-34
-3% -$11.5K 0.18% 121
2024
Q4 		$375K Sell
1,185
-202
-15% -$60.7K 0.17% 123
2024
Q3 		$381K Sell
1,387
-14
-1% -$3.79K 0.17% 124
2024
Q2 		$368K Buy
1,401
+232
+20% +$63.6K 0.18% 120
2024
Q1 		$326K Buy
1,169
+65
+6% +$17.9K 0.17% 130
2023
Q4 		$287K Sell
1,104
-17
-2% -$4.19K 0.17% 137
2023
Q3 		$258K Buy
1,121
+29
+3% +$6.97K 0.16% 139
2023
Q2 		$259K Buy
1,092
+53
+5% +$12.1K 0.15% 146
2023
Q1 		$234K Sell
1,039
-44
-4% -$9.79K 0.15% 147
2022
Q4 		$225K Buy
+1,083
New +$218K 0.15% 139
2022
Q3 		– Sell
-1,186
Closed -$233K – 116
2022
Q2 		$233K Buy
1,186
+110
+10% +$22.7K 0.23% 96
2022
Q1 		$239K Buy
1,076
+10
+0.9% +$2.16K 0.19% 109
2021
Q4 		$231K Buy
+1,066
New +$229K 0.19% 110

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

Key Client Fiduciary Advisors's V Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $21.5K and leaving 2,942 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #69.

Key Client Fiduciary Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Key Client Fiduciary Advisors held 2,942 shares of Visa worth $1.01M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 67 Visa shares in Q2 2026, an estimated $21.5K.
  • Visa made up 0.29% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #69 holding.
  • Key Client Fiduciary Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.