PWMA
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Pension & Wealth Management Advisors’s Visa V Stock Holding History

Pension & Wealth Management 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 		$700K Buy
2,040
+1,188
+139% +$381K 0.19% 82
2026
Q1 		$258K Sell
852
-174
-17% -$56K 0.08% 143
2025
Q4 		$360K Buy
1,026
+194
+23% +$66.1K 0.11% 120
2025
Q3 		$284K Sell
832
-18
-2% -$6.23K 0.09% 124
2025
Q2 		$302K Buy
850
+139
+20% +$48.4K 0.1% 111
2025
Q1 		$249K Buy
711
+101
+17% +$34.2K 0.09% 121
2024
Q4 		$193K Buy
610
+7
+1% +$2.1K 0.08% 135
2024
Q3 		$166K Sell
603
-394
-40% -$107K 0.09% 104
2024
Q2 		$262K Hold
997
– – 0.15% 80
2024
Q1 		$278K Buy
997
+497
+99% +$137K 0.18% 79
2023
Q4 		$130K Buy
500
+440
+733% +$108K 0.08% 125
2023
Q3 		$13.8K Sell
60
-1,892
-97% -$455K 0.01% 199
2023
Q2 		$14.2K Buy
+1,952
New +$447K 0.01% 200

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pension & Wealth Management Advisors's V Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Visa (V) stake by 139% in Q2 2026, buying an estimated $381K and bringing the position to 2,040 shares worth $700K. The position accounts for 0.19% of the portfolio, ranked #82.

Pension & Wealth Management Advisors first reported a position in V in Q2 2023 and has held it in 13 quarters since. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,040 shares of Visa worth $700K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 1,188 Visa shares in Q2 2026, an estimated $381K.
  • Visa made up 0.19% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #82 holding.
  • Pension & Wealth Management Advisors first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.