Kingsview Wealth Management’s Visa V Stock Holding History

Kingsview 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
2021 Q1	–	Sell	-400	Closed	-$10K	–	940
2020 Q4	$10K	Buy	+400	New	+$81.9K	﹤0.01%	695
2020 Q1	–	Sell	-100	Closed	-$3K	–	575
2019 Q4	$3K	Buy	+100	New	+$18K	﹤0.01%	474
2019 Q3	–	Sell	-400	Closed	-$2K	–	487
2019 Q2	$2K	Buy	+400	New	+$65.5K	﹤0.01%	434
2018 Q1	–	Sell	-400	Closed	-$5K	–	431
2017 Q4	$5K	Sell	400 -100	-20%	-$11K	﹤0.01%	338
2017 Q3	$2K	Sell	500 -1,700	-77%	-$172K	﹤0.01%	329
2017 Q2	$2K	Buy	2,200 +1,700	+340%	+$158K	﹤0.01%	320
2017 Q1	$1K	Buy	+500	New	+$43K	﹤0.01%	297

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.