KJWM
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Kiley Juergens Wealth Management’s Visa V Stock Holding History

Kiley Juergens Wealth Management’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 		$2.45M Buy
+8,122
New +$2.61M 0.43% 46
2018
Q4 		– Sell
-1,479
Closed -$221K – 614
2018
Q3 		$221K Buy
1,479
+31
+2% +$4.41K 0.17% 88
2018
Q2 		$191K Buy
+1,448
New +$186K 0.17% 83
2018
Q1 		– Sell
-1,869
Closed -$213K – 576
2017
Q4 		$213K Buy
+1,869
New +$206K 0.19% 79

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

Kiley Juergens Wealth Management's V Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Visa (V) in Q1 2026: 8,122 shares worth $2.45M. The stake represents 0.43% of the portfolio and ranks #46 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in V as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in V in Q4 2017 and has held it in 4 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Kiley Juergens Wealth Management held 8,122 shares of Visa worth $2.45M as of Q1 2026.
  • Visa was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Visa made up 0.43% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Kiley Juergens Wealth Management first reported a position in Visa in Q4 2017 and has held it in 4 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.