McIntyre, Freedman & Flynn Investment Advisers’s Visa V Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$2.42M	Sell	7,053 -1,502	-18%	-$482K	1.45%	24
2026 Q1	$2.59M	Buy	8,555 +50	+0.6%	+$16.1K	1.47%	25
2025 Q4	$2.98M	Sell	8,505 -2,150	-20%	-$733K	1.87%	18
2025 Q3	$3.64M	Buy	10,655 +3,760	+55%	+$1.3M	2.18%	13
2025 Q2	$2.45M	Buy	6,895 +300	+5%	+$105K	1.73%	22
2025 Q1	$2.31M	Hold	6,595	–	–	1.7%	24
2024 Q4	$2.08M	Hold	6,595	–	–	1.56%	25
2024 Q3	$1.81M	Sell	6,595 -75	-1%	-$20.3K	1.29%	31
2024 Q2	$1.75M	Hold	6,670	–	–	1.26%	30
2024 Q1	$1.86M	Hold	6,670	–	–	1.35%	30
2023 Q4	$1.74M	Hold	6,670	–	–	1.39%	29
2023 Q3	$1.53M	Hold	6,670	–	–	1.29%	30
2023 Q2	$1.58M	Hold	6,670	–	–	1.35%	30
2023 Q1	$1.5M	Sell	6,670 -1,000	-13%	-$223K	1.28%	32
2022 Q4	$1.59M	Buy	+7,670	New	+$1.55M	1.32%	31

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's V Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $482K and leaving 7,053 shares worth $2.42M. The position accounts for 1.45% of the portfolio, ranked #24.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.64M in Q3 2025. 3,626 funds tracked by Wall St. Rank hold V as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 7,053 shares of Visa worth $2.42M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 1,502 Visa shares in Q2 2026, an estimated $482K.
Visa made up 1.45% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #24 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's Visa position peaked at $3.64M in Q3 2025.
3,626 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.