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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
Q2 		$2.05M Buy
5,963
+80
+1% +$25.7K 1.35% 23
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 $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

Northern Financial Advisors's V Position: Q2 2026 in Review

Northern Financial Advisors increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,963 shares worth $2.05M. The position accounts for 1.35% of the portfolio, ranked #23.

Northern Financial Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q2 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Northern Financial Advisors held 5,963 shares of Visa worth $2.05M as of Q2 2026.
  • Northern Financial Advisors bought 80 Visa shares in Q2 2026, an estimated $25.7K.
  • Visa made up 1.35% of Northern Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Northern Financial Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Visa position peaked at $2.11M in Q2 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.