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Keystone Financial Group (Kentucky)’s Visa V Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.5M Sell
7,285
-1,333
-15% -$428K 0.15% 125
2026
Q1 		$2.61M Buy
8,618
+1,192
+16% +$383K 0.18% 99
2025
Q4 		$2.6M Buy
7,426
+126
+2% +$42.9K 0.19% 91
2025
Q3 		$2.49M Buy
7,300
+11
+0.2% +$3.81K 0.19% 86
2025
Q2 		$2.59M Buy
7,289
+48
+0.7% +$16.7K 0.23% 79
2025
Q1 		$2.54M Sell
7,241
-79
-1% -$26.7K 0.26% 78
2024
Q4 		$2.31M Buy
7,320
+95
+1% +$28.6K 0.23% 84
2024
Q3 		$1.99M Buy
7,225
+41
+0.6% +$11.1K 0.25% 74
2024
Q2 		$1.89M Sell
7,184
-256
-3% -$70.2K 0.68% 28
2024
Q1 		$2.08M Buy
7,440
+3,150
+73% +$870K 0.3% 67
2023
Q4 		$1.12M Sell
4,290
-73
-2% -$18K 0.19% 84
2023
Q3 		$1M Sell
4,363
-229
-5% -$55K 0.17% 98
2023
Q2 		$1.09M Buy
+4,592
New +$1.05M 0.19% 93
2022
Q4 		$884K Buy
4,254
+348
+9% +$70.2K 0.17% 100
2022
Q3 		$694K Buy
3,906
+56
+1% +$11.4K 0.14% 119
2022
Q2 		$758K Sell
3,850
-67
-2% -$13.8K 0.15% 115
2022
Q1 		$869K Buy
3,917
+91
+2% +$19.7K 0.15% 113
2021
Q4 		$829K Buy
3,826
+59
+2% +$12.7K 0.14% 121
2021
Q3 		$839K Buy
3,767
+151
+4% +$35.4K 0.15% 120
2021
Q2 		$845K Buy
3,616
+216
+6% +$49.4K 0.15% 121
2021
Q1 		$720K Buy
3,400
+50
+1% +$10.5K 0.14% 126
2020
Q4 		$733K Sell
3,350
-31
-0.9% -$6.34K 0.15% 119
2020
Q3 		$676K Buy
3,381
+373
+12% +$74.5K 0.17% 119
2020
Q2 		$581K Sell
3,008
-40
-1% -$7.31K 0.16% 119
2020
Q1 		$491K Buy
3,048
+14
+0.5% +$2.64K 0.16% 112
2019
Q4 		$570K Buy
3,034
+1
+0% +$180 0.15% 117
2019
Q3 		$522K Buy
3,033
+11
+0.4% +$1.96K 0.16% 118
2019
Q2 		$524K Sell
3,022
-746
-20% -$122K 0.17% 118
2019
Q1 		$588K Buy
+3,768
New +$543K 0.21% 109

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

Keystone Financial Group (Kentucky)'s V Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Visa (V) stake by 15% in Q2 2026, selling an estimated $428K and leaving 7,285 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #125.

Keystone Financial Group (Kentucky) first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.61M in Q1 2026. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,285 shares of Visa worth $2.5M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 1,333 Visa shares in Q2 2026, an estimated $428K.
  • Visa made up 0.15% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #125 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Keystone Financial Group (Kentucky)'s Visa position peaked at $2.61M in Q1 2026.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.