KWM
V icon

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
2017
Q3 		– Sell
-1,300
Closed -$4K – 417
2017
Q2 		$4K Buy
+1,300
New +$121K ﹤0.01% 298

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

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.