OFO
V icon

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
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 $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

OneAscent Family Office's V Position: Q1 2026 in Review

OneAscent Family Office increased its Visa (V) stake by 7.2% in Q1 2026, buying an estimated $57.6K and bringing the position to 2,652 shares worth $802K. The position accounts for 0.56% of the portfolio, ranked #43.

OneAscent Family Office first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $867K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • OneAscent Family Office held 2,652 shares of Visa worth $802K as of Q1 2026.
  • OneAscent Family Office bought 179 Visa shares in Q1 2026, an estimated $57.6K.
  • Visa made up 0.56% of OneAscent Family Office's portfolio in Q1 2026, its #43 holding.
  • OneAscent Family Office first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's Visa position peaked at $867K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.