NAS
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NWF Advisory Services’s Visa V Stock Holding History

NWF Advisory 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
2025
Q2 		– Sell
-100
Closed -$763 – 443
2025
Q1 		$763 Buy
+100
New +$33.8K ﹤0.01% 364

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

NWF Advisory Services's V Position: Q1 2026 in Review

NWF Advisory Services increased its Visa (V) stake by 2.8% in Q1 2026, buying an estimated $325K and bringing the position to 37,635 shares worth $11.4M. The position accounts for 1.28% of the portfolio, ranked #18.

NWF Advisory Services first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • NWF Advisory Services held 37,635 shares of Visa worth $11.4M as of Q1 2026.
  • NWF Advisory Services bought 1,010 Visa shares in Q1 2026, an estimated $325K.
  • Visa made up 1.28% of NWF Advisory Services's portfolio in Q1 2026, its #18 holding.
  • NWF Advisory Services first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's Visa position peaked at $12.8M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.