KF
V icon

Krilogy Financial’s Visa V Stock Holding History

Krilogy Financial’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 		$7.44M Buy
23,619
+5,814
+33% +$1.87M 0.24% 73
2025
Q4 		$5.85M Sell
17,805
-2,135
-11% -$727K 0.2% 79
2025
Q3 		$6.78M Buy
19,940
+4,099
+26% +$1.42M 0.25% 63
2025
Q2 		$5.62M Buy
15,841
+224
+1% +$78.1K 0.32% 64
2025
Q1 		$5.47M Sell
15,617
-1,371
-8% -$464K 0.35% 56
2024
Q4 		$5.37M Buy
16,988
+1,351
+9% +$406K 0.36% 60
2024
Q3 		$4.3M Sell
15,637
-264
-2% -$71.4K 0.3% 72
2024
Q2 		$4.17M Buy
15,901
+1,755
+12% +$481K 0.31% 66
2024
Q1 		$3.95M Sell
14,146
-852
-6% -$235K 0.3% 72
2023
Q4 		$3.9M Sell
14,998
-924
-6% -$228K 0.33% 67
2023
Q3 		$3.66M Sell
15,922
-707
-4% -$170K 0.34% 69
2023
Q2 		$3.95M Sell
16,629
-27
-0.2% -$6.18K 0.36% 65
2023
Q1 		$3.76M Buy
16,656
+2,841
+21% +$632K 0.32% 69
2022
Q4 		$2.87M Sell
13,815
-3,042
-18% -$613K 0.27% 65
2022
Q3 		$3M Buy
16,857
+47
+0.3% +$9.56K 0.36% 54
2022
Q2 		$3.31M Buy
16,810
+4,420
+36% +$913K 0.38% 42
2022
Q1 		$2.75M Buy
12,390
+6,504
+110% +$1.41M 0.28% 51
2021
Q4 		$1.28M Sell
5,886
-120
-2% -$25.8K 0.13% 111
2021
Q3 		$1.34M Buy
6,006
+456
+8% +$107K 0.13% 111
2021
Q2 		$1.3M Buy
5,550
+1,694
+44% +$387K 0.13% 111
2021
Q1 		$816K Sell
3,856
-173
-4% -$36.4K 0.09% 141
2020
Q4 		$881K Buy
4,029
+159
+4% +$32.5K 0.11% 130
2020
Q3 		$774K Sell
3,870
-375
-9% -$74.9K 0.11% 127
2020
Q2 		$820K Sell
4,245
-3,892
-48% -$711K 0.13% 109
2020
Q1 		$1.31M Buy
8,137
+3,708
+84% +$699K 0.25% 61
2019
Q4 		$832K Buy
4,429
+490
+12% +$88.3K 0.14% 90
2019
Q3 		$678K Buy
3,939
+108
+3% +$19.2K 0.12% 93
2019
Q2 		$665K Buy
3,831
+496
+15% +$81.2K 0.13% 89
2019
Q1 		$521K Buy
3,335
+243
+8% +$35K 0.11% 99
2018
Q4 		$408K Buy
3,092
+288
+10% +$39.8K 0.11% 86
2018
Q3 		$421K Hold
2,804
– – 0.1% 89
2018
Q2 		$371K Buy
2,804
+565
+25% +$72.7K 0.09% 96
2018
Q1 		$268K Buy
2,239
+10
+0.4% +$1.21K 0.06% 134
2017
Q4 		$254K Sell
2,229
-462
-17% -$51K 0.06% 137
2017
Q3 		$283K Buy
2,691
+119
+5% +$12.1K 0.07% 127
2017
Q2 		$241K Buy
2,572
+7
+0.3% +$650 0.07% 124
2017
Q1 		$200K Hold
2,565
– – 0.06% 129
2016
Q4 		$200K Sell
2,565
-392
-13% -$31.5K 0.06% 129
2016
Q3 		$245K Buy
2,957
+151
+5% +$12.1K 0.08% 108
2016
Q2 		$208K Sell
2,806
-1,016
-27% -$79.5K 0.07% 118
2016
Q1 		$292K Buy
3,822
+1,731
+83% +$126K 0.12% 81
2015
Q4 		$162K Buy
2,091
+207
+11% +$16K 0.15% 63
2015
Q3 		$131K Buy
+1,884
New +$134K 0.06% 115

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

Krilogy Financial's V Position: Q1 2026 in Review

Krilogy Financial increased its Visa (V) stake by 33% in Q1 2026, buying an estimated $1.87M and bringing the position to 23,619 shares worth $7.44M. The position accounts for 0.24% of the portfolio, ranked #73.

Krilogy Financial first reported a position in V in Q3 2015 and has held it in 43 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Krilogy Financial held 23,619 shares of Visa worth $7.44M as of Q1 2026.
  • Krilogy Financial bought 5,814 Visa shares in Q1 2026, an estimated $1.87M.
  • Visa made up 0.24% of Krilogy Financial's portfolio in Q1 2026, its #73 holding.
  • Krilogy Financial first reported a position in Visa in Q3 2015 and has held it in 43 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.