Kingsview Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.5M Buy
67,954
+8,007
+13% +$2.57M 0.28% 65
2025
Q4
$21M Buy
59,947
+2,549
+4% +$868K 0.3% 61
2025
Q3
$19.6M Buy
57,398
+1,316
+2% +$455K 0.3% 59
2025
Q2
$19.9M Sell
56,082
-4,168
-7% -$1.45M 0.34% 52
2025
Q1
$21.1M Sell
60,250
-87,928
-59% -$29.8M 0.4% 45
2024
Q4
$46.8M Buy
148,178
+14,480
+11% +$4.35M 0.91% 23
2024
Q3
$36.8M Buy
133,698
+13,341
+11% +$3.61M 0.77% 25
2024
Q2
$31.6M Buy
120,357
+9,877
+9% +$2.71M 0.75% 26
2024
Q1
$30.8M Buy
110,480
+7,618
+7% +$2.1M 0.77% 24
2023
Q4
$26.8M Buy
102,862
+14,463
+16% +$3.56M 0.8% 21
2023
Q3
$20.3M Buy
88,399
+5,428
+7% +$1.3M 0.73% 20
2023
Q2
$19.7M Buy
82,971
+5,150
+7% +$1.18M 0.77% 21
2023
Q1
$17.5M Sell
77,821
-1,463
-2% -$326K 0.74% 20
2022
Q4
$16.5M Buy
79,284
+3,988
+5% +$804K 0.72% 24
2022
Q3
$13.4M Buy
75,296
+3,788
+5% +$771K 0.63% 28
2022
Q2
$14.1M Sell
71,508
-7,951
-10% -$1.64M 0.67% 21
2022
Q1
$17.6M Sell
79,459
-5,039
-6% -$1.09M 0.78% 17
2021
Q4
$18.3M Buy
84,498
+10,727
+15% +$2.3M 0.76% 17
2021
Q3
$16.4M Buy
73,771
+3,623
+5% +$850K 0.78% 22
2021
Q2
$16.5M Buy
70,148
+13,321
+23% +$3.05M 0.81% 20
2021
Q1
$12.3M Buy
56,827
+7,859
+16% +$1.65M 0.7% 26
2020
Q4
$10.7M Buy
48,968
+9,735
+25% +$1.99M 0.78% 22
2020
Q3
$7.85M Buy
39,233
+12,489
+47% +$2.49M 0.7% 21
2020
Q2
$5.17M Buy
26,744
+2,125
+9% +$388K 0.52% 41
2020
Q1
$3.97M Buy
24,619
+1,681
+7% +$317K 0.54% 45
2019
Q4
$4.31M Buy
22,938
+2,443
+12% +$440K 0.54% 48
2019
Q3
$3.52M Sell
20,495
-914
-4% -$163K 0.55% 49
2019
Q2
$3.71M Sell
21,409
-3,672
-15% -$601K 0.62% 43
2019
Q1
$3.92M Buy
25,081
+8,014
+47% +$1.15M 0.6% 39
2018
Q4
$2.25M Buy
17,067
+181
+1% +$25K 0.49% 61
2018
Q3
$2.53M Buy
16,886
+1,772
+12% +$252K 0.51% 57
2018
Q2
$2M Sell
15,114
-1,680
-10% -$216K 0.48% 63
2018
Q1
$2.01M Buy
16,794
+442
+3% +$53.6K 0.5% 63
2017
Q4
$1.86M Buy
16,352
+2,277
+16% +$251K 0.67% 35
2017
Q3
$1.48M Buy
14,075
+538
+4% +$54.6K 0.65% 40
2017
Q2
$1.27M Buy
13,537
+237
+2% +$22K 0.65% 42
2017
Q1
$1.18M Buy
+13,300
New +$1.14M 0.7% 39

Other funds holding V

Kingsview Wealth Management's V Position: Q1 2026 in Review

Kingsview Wealth Management increased its Visa (V) stake by 13% in Q1 2026, buying an estimated $2.57M and bringing the position to 67,954 shares worth $20.5M. The position accounts for 0.28% of the portfolio, ranked #65.

Kingsview Wealth Management first reported a position in V in Q1 2017 and has held it in 37 quarters since. The position peaked at $46.8M in Q4 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Kingsview Wealth Management held 67,954 shares of Visa worth $20.5M as of Q1 2026.
  • Kingsview Wealth Management bought 8,007 Visa shares in Q1 2026, an estimated $2.57M.
  • Visa made up 0.28% of Kingsview Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Kingsview Wealth Management first reported a position in Visa in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Visa position peaked at $46.8M in Q4 2024.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.