MFS
V icon

Montgomery Financial Services’s Visa V Stock Holding History

Montgomery 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 		$8.58K Buy
+25
New +$8.03K 0.01% 188

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

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

Montgomery Financial Services opened a new position in Visa (V) in Q2 2026: 25 shares worth $8.58K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings.

4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Montgomery Financial Services held 25 shares of Visa worth $8.58K as of Q2 2026.
  • Visa was a new Montgomery Financial Services position in Q2 2026.
  • Visa made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #188 holding.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.