KWS
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Keystone Wealth Services’s Visa V Stock Holding History

Keystone Wealth 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
Q1 		$896K Sell
2,965
-919
-24% -$296K 0.19% 128
2025
Q4 		$1.36M Buy
3,884
+4
+0.1% +$1.36K 0.29% 69
2025
Q3 		$1.32M Buy
3,880
+45
+1% +$15.6K 0.29% 89
2025
Q2 		$1.36M Sell
3,835
-360
-9% -$125K 0.33% 76
2025
Q1 		$1.47M Sell
4,195
-3
-0.1% -$1.01K 0.4% 57
2024
Q4 		$1.33M Buy
4,198
+70
+2% +$21K 0.35% 67
2024
Q3 		$1.14M Buy
4,128
+740
+22% +$200K 0.31% 75
2024
Q2 		$889K Sell
3,388
-169
-5% -$46.3K 0.28% 88
2024
Q1 		$993K Buy
3,557
+21
+0.6% +$5.8K 0.32% 78
2023
Q4 		$921K Sell
3,536
-495
-12% -$122K 0.32% 76
2023
Q3 		$927K Buy
4,031
+113
+3% +$27.2K 0.35% 73
2023
Q2 		$930K Sell
3,918
-64
-2% -$14.6K 0.35% 68
2023
Q1 		$898K Sell
3,982
-42
-1% -$9.35K 0.37% 64
2022
Q4 		$836K Sell
4,024
-7
-0.2% -$1.41K 0.36% 61
2022
Q3 		$716K Sell
4,031
-457
-10% -$93K 0.34% 61
2022
Q2 		$884K Buy
4,488
+176
+4% +$36.4K 0.4% 56
2022
Q1 		$956K Sell
4,312
-148
-3% -$32K 0.38% 61
2021
Q4 		$967K Buy
+4,460
New +$957K 0.39% 66

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 Wealth Services's V Position: Q1 2026 in Review

Keystone Wealth Services reduced its Visa (V) stake by 24% in Q1 2026, selling an estimated $296K and leaving 2,965 shares worth $896K. The position accounts for 0.19% of the portfolio, ranked #128.

Keystone Wealth Services first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q1 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Keystone Wealth Services held 2,965 shares of Visa worth $896K as of Q1 2026.
  • Keystone Wealth Services sold 919 Visa shares in Q1 2026, an estimated $296K.
  • Visa made up 0.19% of Keystone Wealth Services's portfolio in Q1 2026, its #128 holding.
  • Keystone Wealth Services first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Visa position peaked at $1.47M in Q1 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.