PAS
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PKS Advisory Services’s Visa V Stock Holding History

PKS Advisory Services’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 		$1.44M Buy
4,194
+89
+2% +$28.6K 0.23% 92
2026
Q1 		$985K Buy
4,105
+980
+31% +$315K 0.23% 95
2025
Q4 		$1.1M Sell
3,125
-77
-2% -$26.2K 0.25% 80
2025
Q3 		$1.09M Buy
3,202
+212
+7% +$73.4K 0.23% 80
2025
Q2 		$1.06M Buy
2,990
+27
+0.9% +$9.41K 0.26% 78
2025
Q1 		$1.04M Buy
2,963
+231
+8% +$78.2K 0.28% 70
2024
Q4 		$864K Buy
+2,732
New +$822K 0.22% 84

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

PKS Advisory Services's V Position: Q2 2026 in Review

PKS Advisory Services increased its Visa (V) stake by 2.2% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,194 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #92.

PKS Advisory Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • PKS Advisory Services held 4,194 shares of Visa worth $1.44M as of Q2 2026.
  • PKS Advisory Services bought 89 Visa shares in Q2 2026, an estimated $28.6K.
  • Visa made up 0.23% of PKS Advisory Services's portfolio in Q2 2026, its #92 holding.
  • PKS Advisory Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.