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LifeSteps Financial’s Visa V Stock Holding History

LifeSteps 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
Q2 		$379K Sell
1,106
-39
-3% -$12.5K 0.18% 68
2026
Q1 		$346K Sell
1,145
-30
-3% -$9.65K 0.22% 70
2025
Q4 		$412K Hold
1,175
– – 0.26% 57
2025
Q3 		$401K Sell
1,175
-15
-1% -$5.19K 0.26% 60
2025
Q2 		$423K Buy
1,190
+83
+7% +$28.9K 0.29% 55
2025
Q1 		$388K Buy
1,107
+143
+15% +$48.4K 0.31% 52
2024
Q4 		$305K Hold
964
– – 0.23% 62
2024
Q3 		$265K Hold
964
– – 0.21% 71
2024
Q2 		$253K Sell
964
-40
-4% -$11K 0.21% 71
2024
Q1 		$280K Sell
1,004
-80
-7% -$22.1K 0.21% 66
2023
Q4 		$282K Sell
1,084
-40
-4% -$9.86K 0.25% 64
2023
Q3 		$259K Buy
1,124
+82
+8% +$19.7K 0.26% 60
2023
Q2 		$247K Hold
1,042
– – 0.24% 62
2023
Q1 		$235K Sell
1,042
-416
-29% -$92.6K 0.25% 61
2022
Q4 		$303K Buy
1,458
+10
+0.7% +$2.02K 0.32% 55
2022
Q3 		$257K Buy
1,448
+45
+3% +$9.16K 0.29% 59
2022
Q2 		$276K Sell
1,403
-125
-8% -$25.8K 0.29% 59
2022
Q1 		$339K Hold
1,528
– – 0.25% 63
2021
Q4 		$331K Buy
1,528
+115
+8% +$24.7K 0.23% 60
2021
Q3 		$315K Sell
1,413
-100
-7% -$23.4K 0.24% 60
2021
Q2 		$354K Sell
1,513
-19
-1% -$4.34K 0.27% 54
2021
Q1 		$324K Sell
1,532
-20
-1% -$4.21K 0.27% 58
2020
Q4 		$339K Buy
1,552
+120
+8% +$24.6K 0.31% 53
2020
Q3 		$286K Hold
1,432
– – 0.3% 57
2020
Q2 		$277K Hold
1,432
– – 0.32% 55
2020
Q1 		$231K Buy
1,432
+50
+4% +$9.42K 0.27% 64
2019
Q4 		$260K Buy
+1,382
New +$249K 0.25% 79

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

LifeSteps Financial's V Position: Q2 2026 in Review

LifeSteps Financial reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $12.5K and leaving 1,106 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #68.

LifeSteps Financial first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $423K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LifeSteps Financial held 1,106 shares of Visa worth $379K as of Q2 2026.
  • LifeSteps Financial sold 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.18% of LifeSteps Financial's portfolio in Q2 2026, its #68 holding.
  • LifeSteps Financial first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Visa position peaked at $423K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.