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Phoenix Financial’s Visa V Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-10,500
Closed -$3.32K – 416
2024
Q4 		$3.32K Buy
+10,500
New +$3.16M ﹤0.01% 359
2022
Q4 		– Sell
-4,800
Closed -$864K – 349
2022
Q3 		$864K Buy
+4,800
New +$977K 0.02% 210

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Financial's V Position: Q1 2026 in Review

Phoenix Financial reduced its Visa (V) stake by 22% in Q1 2026, selling an estimated $4.7M and leaving 52,293 shares worth $15.9M. The position accounts for 0.15% of the portfolio, ranked #69.

Phoenix Financial first reported a position in V in Q3 2019 and has held it in 27 quarters since. The position peaked at $112M in Q4 2022. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Phoenix Financial held 52,293 shares of Visa worth $15.9M as of Q1 2026.
  • Phoenix Financial sold 14,609 Visa shares in Q1 2026, an estimated $4.7M.
  • Visa made up 0.15% of Phoenix Financial's portfolio in Q1 2026, its #69 holding.
  • Phoenix Financial first reported a position in Visa in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Visa position peaked at $112M in Q4 2022.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.