Pinnacle Family Advisors’s Visa V Stock Holding History

Pinnacle Family 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	$215K	Buy	+626	New	+$201K	0.09%	147
2026 Q1	–	Sell	-624	Closed	-$219K	–	155
2025 Q4	$219K	Sell	624 -40	-6%	-$13.6K	0.1%	136
2025 Q3	$227K	Buy	664 +1	+0.2%	+$346	0.1%	115
2025 Q2	$229K	Buy	663 +2	+0.3%	+$697	0.11%	116
2025 Q1	$232K	Sell	661 -1	-0.2%	-$338	0.13%	99
2024 Q4	$209K	Buy	+662	New	+$199K	0.1%	111
2021 Q1	–	Sell	-1,632	Closed	-$357K	–	153
2020 Q4	$357K	Buy	+1,632	New	+$334K	0.22%	81
2020 Q3	–	Sell	-1,769	Closed	-$342K	–	89
2020 Q2	$342K	Sell	1,769 -1,205	-41%	-$220K	0.3%	46
2020 Q1	$487K	Buy	2,974 +1,325	+80%	+$250K	0.59%	35
2019 Q4	$310K	Buy	+1,649	New	+$297K	0.28%	59
2019 Q2	–	Sell	-1,920	Closed	-$300K	–	89
2019 Q1	$300K	Buy	+1,920	New	+$277K	0.27%	58

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

Pinnacle Family Advisors's V Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in Visa (V) in Q2 2026: 626 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #147 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in V as recently as Q4 2025.

Pinnacle Family Advisors first reported a position in V in Q1 2019 and has held it in 11 quarters since. The position peaked at $487K in Q1 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Pinnacle Family Advisors held 626 shares of Visa worth $215K as of Q2 2026.
Visa was a new Pinnacle Family Advisors position in Q2 2026.
Visa made up 0.09% of Pinnacle Family Advisors's portfolio in Q2 2026, its #147 holding.
Pinnacle Family Advisors first reported a position in Visa in Q1 2019 and has held it in 11 quarters since.
Pinnacle Family Advisors's Visa position peaked at $487K in Q1 2020.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.