KFS
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Keynote Financial Services’s Visa V Stock Holding History

Keynote Financial Services’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 		$277K Hold
808
– – 0.13% 142
2026
Q1 		$244K Hold
808
– – 0.13% 146
2025
Q4 		$283K Hold
808
– – 0.16% 136
2025
Q3 		$276K Hold
808
– – 0.17% 129
2025
Q2 		$287K Sell
808
-100
-11% -$34.9K 0.19% 122
2025
Q1 		$318K Hold
908
– – 0.23% 112
2024
Q4 		$287K Sell
908
-25
-3% -$7.52K 0.22% 116
2024
Q3 		$257K Buy
933
+85
+10% +$23K 0.2% 119
2024
Q2 		$223K Hold
848
– – 0.19% 123
2024
Q1 		$237K Buy
+848
New +$234K 0.2% 119

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

Keynote Financial Services's V Position: Q2 2026 in Review

Keynote Financial Services held its Visa (V) position steady in Q2 2026 at 808 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #142.

Keynote Financial Services first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $318K in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Keynote Financial Services held 808 shares of Visa worth $277K as of Q2 2026.
  • Keynote Financial Services left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.13% of Keynote Financial Services's portfolio in Q2 2026, its #142 holding.
  • Keynote Financial Services first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Visa position peaked at $318K in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.