MFS
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Mattson Financial Services’s Visa V Stock Holding History

Mattson Financial Services’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 		$4.78M Buy
13,080
+864
+7% +$277K 1% 22
2026
Q1 		$3.69M Buy
12,216
+239
+2% +$76.9K 0.88% 31
2025
Q4 		$4.2M Sell
11,977
-1,722
-13% -$587K 0.98% 29
2025
Q3 		$4.68M Buy
13,699
+292
+2% +$101K 1.12% 19
2025
Q2 		$4.76M Sell
13,407
-666
-5% -$232K 1.28% 15
2025
Q1 		$4.93M Buy
14,073
+2,960
+27% +$1M 1.48% 12
2024
Q4 		$3.06M Buy
11,113
+2,415
+28% +$726K 0.97% 32
2024
Q3 		$2.28M Sell
8,698
-65
-0.7% -$17.6K 0.82% 42
2024
Q2 		$2.3M Buy
+8,763
New +$2.4M 0.82% 42

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

Mattson Financial Services's V Position: Q2 2026 in Review

Mattson Financial Services increased its Visa (V) stake by 7.1% in Q2 2026, buying an estimated $277K and bringing the position to 13,080 shares worth $4.78M. The position accounts for 1% of the portfolio, ranked #22.

Mattson Financial Services first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.93M in Q1 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mattson Financial Services held 13,080 shares of Visa worth $4.78M as of Q2 2026.
  • Mattson Financial Services bought 864 Visa shares in Q2 2026, an estimated $277K.
  • Visa made up 1% of Mattson Financial Services's portfolio in Q2 2026, its #22 holding.
  • Mattson Financial Services first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's Visa position peaked at $4.93M in Q1 2025.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.