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Pacific Excel Wealth Advisors’s Visa V Stock Holding History

Pacific Excel 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 		$1.22M Buy
3,565
+1,468
+70% +$471K 0.47% 51
2026
Q1 		$634K Buy
2,097
+871
+71% +$280K 0.67% 52
2025
Q4 		$429K Buy
+1,226
New +$418K 0.81% 51

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

Pacific Excel Wealth Advisors's V Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its Visa (V) stake by 70% in Q2 2026, buying an estimated $471K and bringing the position to 3,565 shares worth $1.22M. The position accounts for 0.47% of the portfolio, ranked #51.

Pacific Excel Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pacific Excel Wealth Advisors held 3,565 shares of Visa worth $1.22M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 1,468 Visa shares in Q2 2026, an estimated $471K.
  • Visa made up 0.47% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Pacific Excel Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.