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MBA Advisors’s Visa V Stock Holding History

MBA 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
2025
Q2 		– Sell
-1,216
Closed -$426K – 138
2025
Q1 		$426K Sell
1,216
-80
-6% -$27.1K 0.21% 85
2024
Q4 		$410K Buy
1,296
+4
+0.3% +$1.2K 0.21% 87
2024
Q3 		$355K Buy
1,292
+33
+3% +$8.92K 0.17% 95
2024
Q2 		$330K Buy
1,259
+95
+8% +$26K 0.17% 95
2024
Q1 		$325K Buy
1,164
+214
+23% +$59.1K 0.17% 97
2023
Q4 		$247K Buy
+950
New +$234K 0.14% 109

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBA Advisors's V Position: Q2 2025 in Review

MBA Advisors sold out of Visa (V) in Q2 2025, closing a stake of 1,216 shares — an estimated $426K sold.

MBA Advisors first reported a position in V in Q4 2023 and held it in 6 quarters. The position peaked at $426K in Q1 2025. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • MBA Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • MBA Advisors sold 1,216 Visa shares in Q2 2025, an estimated $426K.
  • MBA Advisors first reported a position in Visa in Q4 2023 and held it in 6 quarters.
  • MBA Advisors's Visa position peaked at $426K in Q1 2025.
  • 4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on MBA Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.