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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 $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

Phoenix Financial's V Position: Q2 2026 in Review

Phoenix Financial reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $280K and leaving 51,422 shares worth $17.6M. The position accounts for 0.12% of the portfolio, ranked #81.

Phoenix Financial first reported a position in V in Q3 2019 and has held it in 28 quarters since. The position peaked at $112M in Q4 2022. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Phoenix Financial held 51,422 shares of Visa worth $17.6M as of Q2 2026.
  • Phoenix Financial sold 871 Visa shares in Q2 2026, an estimated $280K.
  • Visa made up 0.12% of Phoenix Financial's portfolio in Q2 2026, its #81 holding.
  • Phoenix Financial first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • Phoenix Financial's Visa position peaked at $112M in Q4 2022.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.