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Park Square Financial Group’s Visa V Stock Holding History

Park Square Financial 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 		– Sell
-1
Closed -$302 – 262
2026
Q1 		$302 Sell
1
-95
-99% -$30.5K ﹤0.01% 234
2025
Q4 		$30.3K Buy
96
+3
+3% +$1.02K 0.18% 59
2025
Q3 		$31.7K Sell
93
-2,009
-96% -$695K 0.14% 54
2025
Q2 		$746K Buy
2,102
+113
+6% +$39.4K 0.54% 35
2025
Q1 		$697K Sell
1,989
-104
-5% -$35.2K 0.55% 32
2024
Q4 		$661K Buy
+2,093
New +$629K 0.46% 35

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

Park Square Financial Group's V Position: Q2 2026 in Review

Park Square Financial Group sold out of Visa (V) in Q2 2026, closing a stake of 1 share — an estimated $302 sold.

Park Square Financial Group first reported a position in V in Q4 2024 and held it in 6 quarters. The position peaked at $746K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Park Square Financial Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 1 Visa share in Q2 2026, an estimated $302.
  • Park Square Financial Group first reported a position in Visa in Q4 2024 and held it in 6 quarters.
  • Park Square Financial Group's Visa position peaked at $746K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.