NRI
V icon

NFP Retirement Inc’s Visa V Stock Holding History

NFP Retirement Inc’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 		$339K Sell
988
-73
-7% -$23.4K 0.02% 245
2026
Q1 		$321K Buy
1,061
+76
+8% +$24.4K 0.02% 245
2025
Q4 		$346K Buy
985
+102
+12% +$34.8K 0.02% 237
2025
Q3 		$301K Sell
883
-122
-12% -$42.2K 0.02% 250
2025
Q2 		$357K Buy
1,005
+151
+18% +$52.6K 0.02% 237
2025
Q1 		$299K Buy
854
+20
+2% +$6.77K 0.02% 228
2024
Q4 		$264K Buy
834
+66
+9% +$19.8K 0.02% 254
2024
Q3 		$211K Buy
+768
New +$208K 0.02% 265
2024
Q2 		– Sell
-720
Closed -$201K – 292
2024
Q1 		$201K Buy
+720
New +$199K 0.02% 269

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

NFP Retirement Inc's V Position: Q2 2026 in Review

NFP Retirement Inc reduced its Visa (V) stake by 6.9% in Q2 2026, selling an estimated $23.4K and leaving 988 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #245.

NFP Retirement Inc first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $357K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • NFP Retirement Inc held 988 shares of Visa worth $339K as of Q2 2026.
  • NFP Retirement Inc sold 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #245 holding.
  • NFP Retirement Inc first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • NFP Retirement Inc's Visa position peaked at $357K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.