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Pettinga Financial Advisors’s Visa V Stock Holding History

Pettinga 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 		$206K Sell
599
-108
-15% -$34.7K 0.03% 147
2026
Q1 		$214K Hold
707
– – 0.04% 138
2025
Q4 		$248K Buy
707
+108
+18% +$36.8K 0.05% 127
2025
Q3 		$205K Sell
599
-30
-5% -$10.4K 0.04% 132
2025
Q2 		$223K Hold
629
– – 0.05% 120
2025
Q1 		$221K Buy
+629
New +$213K 0.05% 121
2024
Q4 		– Sell
-829
Closed -$228K – 129
2024
Q3 		$228K Buy
+829
New +$224K 0.05% 109

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

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

Pettinga Financial Advisors reduced its Visa (V) stake by 15% in Q2 2026, selling an estimated $34.7K and leaving 599 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #147.

Pettinga Financial Advisors first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pettinga Financial Advisors held 599 shares of Visa worth $206K as of Q2 2026.
  • Pettinga Financial Advisors sold 108 Visa shares in Q2 2026, an estimated $34.7K.
  • Visa made up 0.03% of Pettinga Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Pettinga Financial Advisors first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Pettinga Financial Advisors's Visa position peaked at $248K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.