PRRFG
V icon

Paul R. Ried Financial Group’s Visa V Stock Holding History

Paul R. Ried 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 		$305K Sell
888
-200
-18% -$64.2K 0.13% 38
2026
Q1 		$329K Sell
1,088
-80
-7% -$25.7K 0.15% 33
2025
Q4 		$410K Buy
1,168
+280
+32% +$95.4K 0.19% 27
2025
Q3 		$303K Hold
888
– – 0.15% 28
2025
Q2 		$315K Buy
888
+11
+1% +$3.83K 0.19% 28
2025
Q1 		$307K Buy
877
+9
+1% +$3.04K 0.21% 26
2024
Q4 		$274K Buy
+868
New +$261K 0.19% 26

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

Paul R. Ried Financial Group's V Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $64.2K and leaving 888 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #38.

Paul R. Ried Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Paul R. Ried Financial Group held 888 shares of Visa worth $305K as of Q2 2026.
  • Paul R. Ried Financial Group sold 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 0.13% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #38 holding.
  • Paul R. Ried Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Visa position peaked at $410K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.