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MFA Wealth Services’s Visa V Stock Holding History

MFA Wealth 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 		$542K Sell
1,578
-57
-3% -$18.3K 0.32% 78
2026
Q1 		$494K Sell
1,635
-28
-2% -$9K 0.33% 79
2025
Q4 		$583K Buy
1,663
+27
+2% +$9.2K 0.39% 71
2025
Q3 		$559K Buy
1,636
+6
+0.4% +$2.08K 0.39% 71
2025
Q2 		$579K Sell
1,630
-50
-3% -$17.4K 0.43% 60
2025
Q1 		$589K Sell
1,680
-125
-7% -$42.3K 0.48% 52
2024
Q4 		$570K Buy
+1,805
New +$543K 0.46% 60

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

MFA Wealth Services's V Position: Q2 2026 in Review

MFA Wealth Services reduced its Visa (V) stake by 3.5% in Q2 2026, selling an estimated $18.3K and leaving 1,578 shares worth $542K. The position accounts for 0.32% of the portfolio, ranked #78.

MFA Wealth Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $589K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MFA Wealth Services held 1,578 shares of Visa worth $542K as of Q2 2026.
  • MFA Wealth Services sold 57 Visa shares in Q2 2026, an estimated $18.3K.
  • Visa made up 0.32% of MFA Wealth Services's portfolio in Q2 2026, its #78 holding.
  • MFA Wealth Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's Visa position peaked at $589K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.