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
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 $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

PKS Advisory Services's V Position: Q1 2026 in Review

PKS Advisory Services increased its Visa (V) stake by 31% in Q1 2026, buying an estimated $315K and bringing the position to 4,105 shares worth $985K. The position accounts for 0.23% of the portfolio, ranked #95.

PKS Advisory Services first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • PKS Advisory Services held 4,105 shares of Visa worth $985K as of Q1 2026.
  • PKS Advisory Services bought 980 Visa shares in Q1 2026, an estimated $315K.
  • Visa made up 0.23% of PKS Advisory Services's portfolio in Q1 2026, its #95 holding.
  • PKS Advisory Services first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Visa position peaked at $1.1M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.