Paladin Advisory Group’s Visa V Stock Holding History

Paladin Advisory Group’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	$264K	Hold	770	–	–	0.18%	72
2026 Q1	$233K	Hold	770	–	–	0.18%	71
2025 Q4	$270K	Hold	770	–	–	0.2%	67
2025 Q3	$263K	Sell	770 -1,057	-58%	-$366K	0.2%	60
2025 Q2	$649K	Hold	1,827	–	–	0.5%	40
2025 Q1	$640K	Hold	1,827	–	–	0.51%	42
2024 Q4	$577K	Hold	1,827	–	–	0.44%	45
2024 Q3	$502K	Hold	1,827	–	–	0.37%	50
2024 Q2	$481K	Hold	1,827	–	–	0.38%	51
2024 Q1	$508K	Hold	1,827	–	–	0.4%	47
2023 Q4	$476K	Hold	1,827	–	–	0.39%	49
2023 Q3	$420K	Hold	1,827	–	–	0.35%	54
2023 Q2	$434K	Hold	1,827	–	–	0.35%	56
2023 Q1	$412K	Buy	+1,827	New	+$407K	0.34%	57
2022 Q2	–	Sell	-1,827	Closed	-$378K	–	505
2022 Q1	$413K	Buy	+1,827	New	+$395K	0.34%	56

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Paladin Advisory Group's V Position: Q2 2026 in Review

Paladin Advisory Group held its Visa (V) position steady in Q2 2026 at 770 shares worth $264K. The position accounts for 0.18% of the portfolio, ranked #72.

Paladin Advisory Group first reported a position in V in Q1 2022 and has held it in 15 quarters since. The position peaked at $649K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Paladin Advisory Group held 770 shares of Visa worth $264K as of Q2 2026.
Paladin Advisory Group left its Visa share count unchanged in Q2 2026.
Visa made up 0.18% of Paladin Advisory Group's portfolio in Q2 2026, its #72 holding.
Paladin Advisory Group first reported a position in Visa in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Visa position peaked at $649K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.