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Northern Financial Advisors’s Visa V Stock Holding History

Northern Financial Advisors’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 		$1.78M Buy
5,883
+2,697
+85% +$867K 1.3% 21
2025
Q4 		$1.12M Sell
3,186
-2,795
-47% -$952K 1.28% 20
2025
Q3 		$2.04M Buy
5,981
+45
+0.8% +$15.6K 1.07% 25
2025
Q2 		$2.11M Buy
5,936
+91
+2% +$31.7K 1.58% 17
2025
Q1 		$2.05M Sell
5,845
-86
-1% -$29.1K 1.69% 13
2024
Q4 		$1.87M Sell
5,931
-632
-10% -$190K 1.5% 17
2024
Q3 		$1.8M Sell
6,563
-108
-2% -$29.2K 1.37% 22
2024
Q2 		$1.75M Buy
6,671
+40
+0.6% +$11K 1.4% 18
2024
Q1 		$1.85M Buy
6,631
+74
+1% +$20.4K 1.44% 16
2023
Q4 		$1.71M Buy
6,557
+507
+8% +$125K 1.44% 15
2023
Q3 		$1.39M Sell
6,050
-70
-1% -$16.8K 1.27% 15
2023
Q2 		$1.45M Buy
6,120
+104
+2% +$23.8K 1.28% 16
2023
Q1 		$1.36M Sell
6,016
-117
-2% -$26K 1.28% 14
2022
Q4 		$1.27M Buy
+6,133
New +$1.24M 1.44% 16

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

Northern Financial Advisors's V Position: Q1 2026 in Review

Northern Financial Advisors increased its Visa (V) stake by 85% in Q1 2026, buying an estimated $867K and bringing the position to 5,883 shares worth $1.78M. The position accounts for 1.3% of the portfolio, ranked #21.

Northern Financial Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.11M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Northern Financial Advisors held 5,883 shares of Visa worth $1.78M as of Q1 2026.
  • Northern Financial Advisors bought 2,697 Visa shares in Q1 2026, an estimated $867K.
  • Visa made up 1.3% of Northern Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Northern Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's Visa position peaked at $2.11M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.