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Paces Ferry Wealth Advisors’s Visa V Stock Holding History

Paces Ferry Wealth 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 		$2.2M Sell
6,404
-77
-1% -$24.7K 0.81% 26
2026
Q1 		$1.96M Sell
6,481
-20
-0.3% -$6.43K 0.81% 26
2025
Q4 		$2.28M Sell
6,501
-215
-3% -$73.2K 0.93% 25
2025
Q3 		$2.29M Sell
6,716
-1
-0% -$346 0.95% 25
2025
Q2 		$2.38M Sell
6,717
-571
-8% -$199K 1.1% 23
2025
Q1 		$2.55M Sell
7,288
-80
-1% -$27.1K 1.27% 20
2024
Q4 		$2.33M Buy
7,368
+202
+3% +$60.7K 1.13% 23
2024
Q3 		$1.97M Sell
7,166
-55
-0.8% -$14.9K 1.13% 23
2024
Q2 		$1.9M Sell
7,221
-107
-1% -$29.3K 1.14% 23
2024
Q1 		$2.05M Sell
7,328
-167
-2% -$46.1K 1.31% 20
2023
Q4 		$1.95M Sell
7,495
-15
-0.2% -$3.7K 1.36% 22
2023
Q3 		$1.73M Sell
7,510
-53
-0.7% -$12.7K 1.37% 22
2023
Q2 		$1.8M Sell
7,563
-732
-9% -$168K 1.35% 21
2023
Q1 		$1.87M Buy
8,295
+14
+0.2% +$3.12K 1.51% 20
2022
Q4 		$1.72M Sell
8,281
-131
-2% -$26.4K 1.67% 16
2022
Q3 		$1.49M Sell
8,412
-6
-0.1% -$1.22K 1.63% 16
2022
Q2 		$1.66M Sell
8,418
-51
-0.6% -$10.5K 1.63% 17
2022
Q1 		$1.88M Hold
8,469
– – 1.49% 21
2021
Q4 		$1.84M Sell
8,469
-9
-0.1% -$1.93K 1.32% 23
2021
Q3 		$1.89M Sell
8,478
-204
-2% -$47.8K 1.51% 20
2021
Q2 		$2.03M Sell
8,682
-1
-0% -$229 1.55% 19
2021
Q1 		$1.84M Sell
8,683
-37
-0.4% -$7.79K 1.6% 16
2020
Q4 		$1.91M Sell
8,720
-318
-4% -$65.1K 1.74% 16
2020
Q3 		$1.81M Buy
+9,038
New +$1.81M 1.57% 14

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 $3.38T AUM 44.17% 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

Paces Ferry Wealth Advisors's V Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $24.7K and leaving 6,404 shares worth $2.2M. The position accounts for 0.81% of the portfolio, ranked #26.

Paces Ferry Wealth Advisors first reported a position in V in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.55M in Q1 2025. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Paces Ferry Wealth Advisors held 6,404 shares of Visa worth $2.2M as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 77 Visa shares in Q2 2026, an estimated $24.7K.
  • Visa made up 0.81% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Paces Ferry Wealth Advisors first reported a position in Visa in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Visa position peaked at $2.55M in Q1 2025.
  • 4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.