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Plotkin Financial Advisors’s Visa V Stock Holding History

Plotkin Financial 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
Q1 		$409K Buy
1,353
+23
+2% +$7.4K 0.21% 66
2025
Q4 		$467K Buy
1,330
+82
+7% +$27.9K 0.23% 65
2025
Q3 		$426K Buy
1,248
+25
+2% +$8.65K 0.21% 66
2025
Q2 		$434K Buy
1,223
+25
+2% +$8.71K 0.24% 63
2025
Q1 		$420K Buy
1,198
+1
+0.1% +$338 0.26% 60
2024
Q4 		$378K Sell
1,197
-2
-0.2% -$601 0.22% 66
2024
Q3 		$330K Hold
1,199
– – 0.2% 67
2024
Q2 		$315K Buy
1,199
+15
+1% +$4.11K 0.2% 66
2024
Q1 		$330K Buy
1,184
+221
+23% +$61K 0.22% 65
2023
Q4 		$251K Buy
963
+50
+5% +$12.3K 0.19% 67
2023
Q3 		$210K Buy
913
+50
+6% +$12K 0.18% 71
2023
Q2 		$205K Buy
+863
New +$198K 0.17% 76
2021
Q4 		– Sell
-1,042
Closed -$232K – 104
2021
Q3 		$232K Buy
1,042
+116
+13% +$27.2K 0.14% 81
2021
Q2 		$217K Buy
+926
New +$212K 0.12% 94
2021
Q1 		– Sell
-994
Closed -$217K – 89
2020
Q4 		$217K Buy
+994
New +$203K 0.14% 60

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

Plotkin Financial Advisors's V Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Visa (V) stake by 1.7% in Q1 2026, buying an estimated $7.4K and bringing the position to 1,353 shares worth $409K. The position accounts for 0.21% of the portfolio, ranked #66.

Plotkin Financial Advisors first reported a position in V in Q4 2020 and has held it in 15 quarters since. The position peaked at $467K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Plotkin Financial Advisors held 1,353 shares of Visa worth $409K as of Q1 2026.
  • Plotkin Financial Advisors bought 23 Visa shares in Q1 2026, an estimated $7.4K.
  • Visa made up 0.21% of Plotkin Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Plotkin Financial Advisors first reported a position in Visa in Q4 2020 and has held it in 15 quarters since.
  • Plotkin Financial Advisors's Visa position peaked at $467K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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