PAG
V icon

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
2023
Q1 		– Sell
-1,827
Closed -$380K – 486
2022
Q4 		$380K Hold
1,827
– – 0.32% 61
2022
Q3 		$324K Hold
1,827
– – 0.3% 62
2022
Q2 		$359K Buy
+1,827
New +$378K 0.31% 57
2022
Q1 		– Sell
-1,827
Closed -$395K – 505
2021
Q4 		$395K Buy
+1,827
New +$392K 0.32% 65

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

Paladin Advisory Group's V Position: Q1 2026 in Review

Paladin Advisory Group held its Visa (V) position steady in Q1 2026 at 770 shares worth $233K. The position accounts for 0.18% of the portfolio, ranked #71.

Paladin Advisory Group first reported a position in V in Q1 2022 and has held it in 14 quarters since. The position peaked at $649K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Paladin Advisory Group held 770 shares of Visa worth $233K as of Q1 2026.
  • Paladin Advisory Group left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.18% of Paladin Advisory Group's portfolio in Q1 2026, its #71 holding.
  • Paladin Advisory Group first reported a position in Visa in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Visa position peaked at $649K in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.