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Kovack Advisors’s Visa V Stock Holding History

Kovack Advisors’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
2019
Q3 		– Sell
-1
Closed -$3K – 534
2019
Q2 		$3K Hold
1
– – ﹤0.01% 458
2019
Q1 		$2K Buy
+1
New +$144 ﹤0.01% 448
2018
Q4 		– Sell
-1
Closed -$2K – 497
2018
Q3 		$2K Buy
+1
New +$142 ﹤0.01% 452
2016
Q4 		– Sell
-1
Closed -$1K – 314
2016
Q3 		$1K Buy
+1
New +$80 ﹤0.01% 265

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kovack Advisors's V Position: Q2 2026 in Review

Kovack Advisors increased its Visa (V) stake by 6.5% in Q2 2026, buying an estimated $193K and bringing the position to 9,774 shares worth $3.38M. The position accounts for 0.16% of the portfolio, ranked #121.

Kovack Advisors first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.94M in Q2 2021. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kovack Advisors held 9,774 shares of Visa worth $3.38M as of Q2 2026.
  • Kovack Advisors bought 600 Visa shares in Q2 2026, an estimated $193K.
  • Visa made up 0.16% of Kovack Advisors's portfolio in Q2 2026, its #121 holding.
  • Kovack Advisors first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • Kovack Advisors's Visa position peaked at $3.94M in Q2 2021.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.