MFF
V icon

Michels Family Financial’s Visa V Stock Holding History

Michels Family 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
Q1 		$750K Buy
2,483
+37
+2% +$11.9K 0.54% 58
2025
Q4 		$858K Buy
2,446
+118
+5% +$40.2K 0.63% 46
2025
Q3 		$795K Sell
2,328
-97
-4% -$33.6K 0.62% 49
2025
Q2 		$861K Sell
2,425
-50
-2% -$17.4K 0.73% 39
2025
Q1 		$867K Buy
2,475
+52
+2% +$17.6K 0.78% 38
2024
Q4 		$766K Buy
+2,423
New +$729K 0.7% 39

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Michels Family Financial's V Position: Q1 2026 in Review

Michels Family Financial increased its Visa (V) stake by 1.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,483 shares worth $750K. The position accounts for 0.54% of the portfolio, ranked #58.

Michels Family Financial first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $867K in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Michels Family Financial held 2,483 shares of Visa worth $750K as of Q1 2026.
  • Michels Family Financial bought 37 Visa shares in Q1 2026, an estimated $11.9K.
  • Visa made up 0.54% of Michels Family Financial's portfolio in Q1 2026, its #58 holding.
  • Michels Family Financial first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Visa position peaked at $867K in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.