Petra Financial Advisors’s Visa V Stock Holding History

Petra Financial 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	$369K	Buy	+1,076	New	+$345K	0.17%	124
2026 Q1	–	Sell	-983	Closed	-$345K	–	147
2025 Q4	$345K	Sell	983 -60	-6%	-$20.4K	0.2%	112
2025 Q3	$356K	Sell	1,043 -19	-2%	-$6.58K	0.21%	110
2025 Q2	$377K	Sell	1,062 -29	-3%	-$10.1K	0.24%	103
2025 Q1	$382K	Hold	1,091	–	–	0.31%	72
2024 Q4	$345K	Buy	1,091 +16	+1%	+$4.81K	0.23%	103
2024 Q3	$296K	Buy	+1,075	New	+$291K	0.2%	114
2024 Q2	–	Sell	-1,092	Closed	-$294K	–	133
2024 Q1	$294K	Buy	+1,092	New	+$301K	0.22%	100
2023 Q4	–	Sell	-1,177	Closed	-$271K	–	127
2023 Q3	$271K	Buy	+1,177	New	+$283K	0.23%	100
2023 Q2	–	Sell	-1,356	Closed	-$306K	–	126
2023 Q1	$306K	Buy	+1,356	New	+$302K	0.3%	60

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

Petra Financial Advisors's V Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Visa (V) in Q2 2026: 1,076 shares worth $369K. The stake represents 0.17% of the portfolio and ranks #124 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in V as recently as Q4 2025.

Petra Financial Advisors first reported a position in V in Q1 2023 and has held it in 10 quarters since. The position peaked at $382K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Petra Financial Advisors held 1,076 shares of Visa worth $369K as of Q2 2026.
Visa was a new Petra Financial Advisors position in Q2 2026.
Visa made up 0.17% of Petra Financial Advisors's portfolio in Q2 2026, its #124 holding.
Petra Financial Advisors first reported a position in Visa in Q1 2023 and has held it in 10 quarters since.
Petra Financial Advisors's Visa position peaked at $382K in Q1 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.