OFO
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OneAscent Family Office’s Visa V Stock Holding History

OneAscent Family Office’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 		$1.08M Buy
3,151
+499
+19% +$160K 0.55% 40
2026
Q1 		$802K Buy
2,652
+179
+7% +$57.6K 0.56% 43
2025
Q4 		$867K Buy
2,473
+463
+23% +$158K 0.59% 38
2025
Q3 		$686K Sell
2,010
-48
-2% -$16.6K 0.56% 48
2025
Q2 		$731K Buy
2,058
+97
+5% +$33.8K 0.69% 37
2025
Q1 		$685K Buy
1,961
+503
+34% +$170K 0.64% 50
2024
Q4 		$461K Buy
+1,458
New +$438K 0.84% 25

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

OneAscent Family Office's V Position: Q2 2026 in Review

OneAscent Family Office increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $160K and bringing the position to 3,151 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #40.

OneAscent Family Office first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • OneAscent Family Office held 3,151 shares of Visa worth $1.08M as of Q2 2026.
  • OneAscent Family Office bought 499 Visa shares in Q2 2026, an estimated $160K.
  • Visa made up 0.55% of OneAscent Family Office's portfolio in Q2 2026, its #40 holding.
  • OneAscent Family Office first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.