KFSC
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Keystone Financial Services (Colorado)’s Visa V Stock Holding History

Keystone Financial Services (Colorado)’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 		$937K Buy
3,101
+237
+8% +$76.2K 0.28% 46
2025
Q4 		$1M Sell
2,864
-161
-5% -$54.9K 0.3% 44
2025
Q3 		$1.03M Buy
3,025
+151
+5% +$52.3K 0.32% 40
2025
Q2 		$1.02M Sell
2,874
-206
-7% -$71.8K 0.35% 35
2025
Q1 		$1.08M Sell
3,080
-22
-0.7% -$7.44K 0.41% 32
2024
Q4 		$981K Buy
3,102
+10
+0.3% +$3.01K 0.38% 29
2024
Q3 		$850K Buy
3,092
+256
+9% +$69.2K 0.33% 31
2024
Q2 		$744K Buy
2,836
+335
+13% +$91.8K 0.31% 38
2024
Q1 		$698K Sell
2,501
-11
-0.4% -$3.04K 0.3% 39
2023
Q4 		$654K Buy
2,512
+45
+2% +$11.1K 0.31% 37
2023
Q3 		$568K Buy
2,467
+67
+3% +$16.1K 0.3% 39
2023
Q2 		$570K Buy
2,400
+3
+0.1% +$687 0.29% 37
2023
Q1 		$540K Buy
2,397
+9
+0.4% +$2K 0.29% 38
2022
Q4 		$550K Buy
2,388
+93
+4% +$18.8K 0.3% 39
2022
Q3 		$469K Sell
2,295
-69
-3% -$14K 0.27% 43
2022
Q2 		$487K Buy
2,364
+133
+6% +$27.5K 0.26% 44
2022
Q1 		$431K Buy
2,231
+39
+2% +$8.44K 0.25% 46
2021
Q4 		$474K Buy
+2,192
New +$471K 0.24% 46

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

Keystone Financial Services (Colorado)'s V Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Visa (V) stake by 8.3% in Q1 2026, buying an estimated $76.2K and bringing the position to 3,101 shares worth $937K. The position accounts for 0.28% of the portfolio, ranked #46.

Keystone Financial Services (Colorado) first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Keystone Financial Services (Colorado) held 3,101 shares of Visa worth $937K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 237 Visa shares in Q1 2026, an estimated $76.2K.
  • Visa made up 0.28% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #46 holding.
  • Keystone Financial Services (Colorado) first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Visa position peaked at $1.08M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.