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Poinciana Advisors Group’s Visa V Stock Holding History

Poinciana Advisors Group’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
Q4 		– Sell
-659
Closed -$225K – 147
2025
Q3 		$225K Sell
659
-31
-4% -$10.7K 0.19% 106
2025
Q2 		$245K Buy
690
+53
+8% +$18.5K 0.22% 97
2025
Q1 		$223K Buy
+637
New +$216K 0.23% 83

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Poinciana Advisors Group's V Position: Q4 2025 in Review

Poinciana Advisors Group sold out of Visa (V) in Q4 2025, closing a stake of 659 shares — an estimated $225K sold.

Poinciana Advisors Group first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $245K in Q2 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Poinciana Advisors Group reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 659 Visa shares in Q4 2025, an estimated $225K.
  • Poinciana Advisors Group first reported a position in Visa in Q1 2025 and held it in 3 quarters.
  • Poinciana Advisors Group's Visa position peaked at $245K in Q2 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Poinciana Advisors Group's 13F filing for Q4 2025, filed 9 Feb 2026.